Growing capacity without growing headcount is on every audit firm's mind, and AI keeps coming up as the answer, but few practitioners have experienced it on a real engagement. For audit partners and practice leaders weighing this shift, this session will demonstrate how an audit engagement, from planning through to testwork and financial statement drafting, works with AI agents.
Adam Odom, CPA of LSL, LLP, will share what actually changed on his team after adopting agentic AI: which tasks shifted, where staff time now goes, and what he'd tell a firm considering making the same move.
You'll learn:
- The split: AI agents on manual work, practitioners on judgment
- The importance of having AI grounded in your firm's methodology
- Where freed-up hours go: review and client work
CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None