Archives: Agenda

AI Customer Boards: How Firms & Corporations Are Forming AI Focus Groups to Exchange Best Practices

As AI transforms the accounting landscape, leading firms and corporations are no longer navigating this shift in isolation—they’re forming AI customer boards and focus groups to collaborate, exchange best practices, and guide responsible innovation. In this session, Jacob Sperry, VP of CX of Trullion, will explore how organizations are structuring these advisory groups to evaluate emerging technologies, align AI strategies with real client needs, and shape the future of automation in audit and finance. Drawing on insights from cross-industry leaders and early adopters, this session offers a strategic view into how collaborative governance and peer-to-peer dialogue can accelerate impact. Real-time case studies and a live demo will showcase how firms are operationalizing these principles using Trullion’s AI-powered platform.

Innovating Experience: How HLB is Rethinking Client Value

Colin Nelson, Innovation Consultant at Hype Innovation and Lesley Hornung, CMO at HLB explore how innovation and client experience are converging to shape the future of professional services. Hear how HLB is equipping its global network to deliver lasting value for clients in a fast-changing world.