Professional Services: Harness AI and Automation

Start time:
April 9, 2025 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Cole Mertz, Moss Adams, (310) 481-1361
Cost to attend:
Complimentary

In today’s rapidly evolving business landscape, professional service firms must leverage automation and AI to remain competitive and efficient.

Join us for our webcast, Professional Services: Harness AI and Automation. We’ll discuss the critical importance of embracing AI and provide practical tips for getting started without significant investment.

Discover how to assess when it’s time to seek out AI capabilities from vendors or consider partnership models for secure generative AI environments. Walk away feeling equipped to speak with your teams about how you can start using generative AI responsibly.

Key topics include:

  • How to integrate automation and AI tools in a secure and effective way
  • The importance of developing teams fluent in emerging digital solutions
  • Key factors to consider when selecting automation and process improvement providers
  • Strategies for identifying automation opportunities that drive measurable business impact
  • When and how outsourcing certain finance and accounting functions can complement internal efficiencies
Register

Speakers

Loren Den Herder, Managing Director, Moss Adams

Loren has provided business process and information technology consulting services since 1993. As the firm's leader of business intelligence (BI) and corporate performance management solutions, he delivers leading-edge technology solutions for clients. His experience spans enterprise solutions including finance, human resources, operations, and customer relations.

K.C. Fike, Senior Manager, Moss Adams

K.C. has worked in consultancy and data analytics since 2004. With his data and advanced analytics experience, he has led companies in developing analytic strategies, utilizing data to achieve business objectives, implementing business model changes that reduce costs, developing continuous auditing processes, and architecting data warehouses.

He combines strong leadership and effective project management to oversee complex initiatives and produce measurable results.

Janet Barboa, Senior Manager, Moss Adams

Janet has worked in public accounting since 1992. She’s a QuickBooks ProAdvisor, skilled accountant, and trusted client centric advisor to a variety of clients, specializing in working with professional services, health care, and not-for-profit clients. She leads the professional services industry for outsourced finance and accounting.

Registration Form

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CPE Information

Program Level:
Basic
Credits:
Business Management & Organization: 1
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to describe best practices for implementing automation and process improvement technologies in professional service firms; identify key factors to consider when evaluating vendors for automation and outsourcing solutions; discuss the importance of building a workforce fluent in emerging digital tools to increase adoption and reduce risk; contrast the benefits of in-house automation with outsourced finance and accounting as complementary strategies; and explain how process optimization strategies can drive measurable efficiency and business impact.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Cole Mertz at (310) 481-1361 or send him an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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Applicable Industries