Firms face rising client demands, stronger regulatory pressure, and a shrinking talent pipeline while AI adoption accelerates. Many want to act, but without a clear roadmap, progress slows, teams feel stretched, and tools do not work together.
The six levels of the AI Maturity Framework give firms a path forward. Built with industry leaders, it shows how to adopt AI responsibly, scale with intent, and prepare for the future of the profession.
What You'll Take Away:
- How to identify your current level of AI maturity and set priorities that support responsible adoption rooted in trust, oversight, and client expectations
- How AI improves capacity, quality, and practitioner effectiveness and how this shapes team structure, workflows, and leadership roles
- How to build a practical roadmap that aligns strategy, technology, and firm wide execution for sustainable adoption
Why it Matters:
By putting AI in service of human expertise, firms can expand capacity, improve quality, strengthen practitioners, and deliver the insight clients expect. This creates a future where human judgment, client trust, and AI work together.