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How Your Advisory Firm Can Unlock Team Potential and Boost Profits with Artificial Intelligence
August 13 @ 2:00 pm – 3:00 pm EDT
Join Tina McGill, CPA and owner of MMAS CPA a successful client advisory firm – as she shares how leaning into new artificial intelligence-enabled features and automation has saved her team hours every month and unlocked deeper insights for her clients. Additionally, gain insights into the team structures she has implemented to maximize efficiency and profitability for her firm. This webinar is designed for advisory firms looking to enhance their business insights and advisory operations to increase their bottom line using cutting-edge technology.
- Learn how to incorporate artificial intelligence into your advisory firm’s operations with Jirav and ADP to save time, improve efficiency and offer differentiated client experiences.
- Discover how AI can provide faster and better financial insights for clients to help them grow their business and be more profitable.
- Determine the staff resourcing and team structures you can put in place to maximize team productivity.
Delivery Method: Group Internet
Course Level: Basic
Field of Study: BMO
Prerequisites: None
This course is approved for 1 CPE credit.
Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).edit hour.PE credit.
