Ask the Practitioners: Real Stories on Automation & AI Without Losing Control

Date & Time
Wednesday, September 23, 2026, 1:45 PM - 2:45 PM
Description

AI and automation are reshaping how bookkeeping and accounting firms operate but adoption without judgment carries its own risk. In this candid panel, practitioners share what's actually changed in their firms over the past year, from workflows to client relationships. We'll dig into where they draw the line between what AI should handle and what still needs a human hand, how automation has created real wins for their teams and clients, and why client experience remains one of the few differentiators small and mid-sized firms fully control. Real stories, no hype — just what's working.

Location Name
Montreal 8
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