Audit and advisory firms are operating under unprecedented structural pressure. Regulatory complexity is rising, client expectations are accelerating, and the talent pipeline continues to contract. Incremental efficiency gains and disconnected automation tools are no longer sufficient to sustain quality, profitability, and growth.
This webinar explores the emerging operating model for modern firms: human professionals collaborating with AI agents across the full engagement lifecycle. Rather than replacing practitioner judgment, agentic AI augments it by automating high-volume, repeatable, and data-intensive workflows while preserving transparency, traceability, and professional oversight.
Participants will examine how leading firms are embedding AI agents directly into planning, testing, review, and reporting; how this shift redefines roles from manual execution to orchestration and insight; and what governance, training, and workflow redesign are required to adopt this model responsibly. Mindy Milliet at Frazier Deeter will share practical experience implementing AI within live engagements, including lessons learned and measurable impact on capacity, quality, and team development.
Attendees will leave with a practical framework for evaluating their firm's current operating model and identifying next steps toward a scalable, human–AI collaborative future.
Learning Objectives:
- Describe the human–AI agent collaboration model and how agentic AI differs from basic automation or AI assistants within audit and advisory engagements.
- Identify practical use cases for embedding AI agents across the engagement lifecycle (planning, testing, review, and reporting) while maintaining professional judgment and oversight.
- Evaluate the operational, governance, and talent implications of adopting an AI-native engagement model within a regulated firm environment.
