AI In The Accounting Profession

Date: Thursday, March 19, 2026
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter: Ellen Choi, Founder & CEO, Edgefield Group
Moderator:
Objective(s):
Session Objectives:

1. State of AI for Accounting Firms: Understand the Role of AI in the accounting profession today and where it's going
2. Best Practices for AI Strategy & Onboarding: How to design an AI enablement program that maximizes adoption and impact.
3. Real-World AI Use Cases: Learn how firms are using generative AI to increase efficiency and create new revenue opportunities.
Field of Study: Information Technology
Program Level: Intermediate
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.

Course Description

AI is transforming the accounting profession, but successful enablement requires the right strategy, onboarding, and engagement. This session will provide a practical roadmap for implementing AI to drive firm-wide adoption and maximize value creation. Attendees will gain insights into real-world AI success stories and actionable best practices for seamless AI integration across all parts of the firm. 

Presenter and Moderator Bios

Presenter: Ellen Choi, Founder & CEO, Edgefield Group

Ellen is the CEO/Founder of Edgefield Group, a consultancy that supports CPA firms with AI onboarding and enablement to drive growth and improve efficiency. 

She was named one of Accounting Today's 2025 Top 100 Most Influential People in Accounting and a 2025 Most Powerful Woman in Accounting by CPA Practice Advisor. She advises the profession as part of the AICPA ENGAGE TECH+ Planning Committee and CPA.com Digital Advisory Committee, as a guest contributor for Accounting Today, and through regular speaking and moderating at leading alliances and associations' events. 

Her past includes co-founding Aiwyn, a technology company that helps 800+ accounting firms digitize and automate their practice management and tax workflows. At Aiwyn, she held roles of Chief Product Officer, COO, and Chief Innovation Officer over a 4+ year period. 

She is a Stanford Engineering alumna and a Harvard MBA who began her career at Google, automating finance processes and improving business performance. Seeing how outdated tools slowed down back-office teams shaped her interest in building modern, enterprise-grade technology.

Cost
$40.00 for CPAFMA Members / $80.00 for Non-Members / Free for PAFMs

  Online Registration

This webinar is part of the following series:

2026 CPAFMA Tech Series

Technology is reshaping the accounting profession at an unprecedented pace. From artificial intelligence driving new efficiencies and revenue opportunities, to increasingly sophisticated cyber threats targeting financial data, today’s CPA firms must be proactive, strategic, and resilient to stay competitive.

This three-part webinar series equips firm leaders with a comprehensive roadmap to navigate the evolving technology landscape. You’ll explore how AI is transforming firm operations, client service, and value creation; learn how cybercriminals are leveraging AI to execute more precise and convincing attacks; and gain forward-looking insights into the tech stacks, trends, and disruptors that will define successful firms in 2026 and beyond.

Across the series, attendees will:

• Understand the current and future state of AI in accounting—and how to implement it effectively across the firm
• Identify emerging cybersecurity risks, including AI-driven phishing and social engineering attacks
• Strengthen both technical and human defenses to protect sensitive financial data
• Evaluate must-have technologies and collaboration tools to enhance productivity and client experience
• Build a culture of continuous learning and adaptability to thrive amid rapid change

Designed for firm partners, directors, managers, and technology leaders, this series delivers practical strategies, real-world examples, and actionable guidance to help your firm innovate confidently, reduce risk, and future-proof your operations.

The entire series can be purchased at a discount for:
$80.00 for Members / $160.00 for Non-Members / Free for PAFMS

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.