Archives: Agenda

Closing the Client Readiness Gap: How Technology Drives Realization & Engagement Efficiency

Engagement efficiency remains a challenge for firms striving to hit realization targets and keep engagements on budget. One of the biggest obstacles? The client readiness gap—the time it takes for clients to fulfill document requests correctly. We’ll explore:

  • The Current State of Engagement Efficiency: How delays, miscommunication, and incomplete client responses impact realization and overall profitability.
  • The Role of Technology: How modern request and document management solutions can streamline workflows, improve collaboration, and reduce inefficiencies.
  • A Sneak Peek at What’s Next: A look at Suralink’s upcoming innovations designed to further optimize engagements

The AI Edge: Partnering for Accounting’s Next Era

Artificial intelligence is no longer a futuristic concept; it’s a present-day imperative for accounting firms. But building bespoke AI solutions in-house requires significant resources and expertise, often beyond the reach of many. This session explores how firms can strategically leverage technology vendors to accelerate their AI adoption, focusing on the power of partnerships. We’ll explore how to streamline vendor selection, mitigate risk, accelerate innovation and unlock the transformative potential of AI for your practice.
Key Takeaways:
  • The AI Imperative: Why Now? Understand the critical role of AI in modern accounting and the opportunities it presents for efficiency, accuracy, and client service.
  • Vendor-Powered AI: A Strategic Shortcut: Explore how partnering with specialized AI vendors can bypass the complexities of in-house development.
  • Navigating the AI Vendor Landscape: Learn to identify and evaluate AI vendors, focusing on industry-specific solutions and proven track records.
  • The Power of Affinity: Network showcase. Highlight how initiatives like HLB’s Affinity program streamline vendor selection, negotiate favorable terms, and ensure quality control.
  • Real-World AI Applications: Explore practical examples of AI in accounting, including automated auditing, fraud detection, and predictive analytics.
  • Building a Collaborative AI Ecosystem: Understand how to foster strong vendor relationships and create a sustainable AI strategy for your firm.
Why Attend?
This session is designed to empower accounting firms to:
  • Accelerate AI adoption without significant in-house development.
  • Reduce the risk and complexity of vendor selection.
  • Prioritize speed and agility to accelerate innovation.
  • Gain a deeper understanding of the future of AI in the accounting profession.
Join us to discover how strategic vendor partnerships and innovative programs like HLB’s Marketplace can pave the way for a future where AI empowers your firm to thrive.

Digital Audit: Buzzword to Reality

Firms know that digital audit is essential – but moving from intention to real implementation is often the hardest part. In this focused, practical session, David Goode provides a clear roadmap to bring digital audit to life in your firm. Drawing on real-world examples and hands-on experience, David will show you what a modern digital audit process looks like, the steps required to get started, and how to avoid common pitfalls. Whether your firm is just starting its digital journey or looking to accelerate progress, this session delivers the practical guidance you need to achieve meaningful results.
During this session you will:
  1. Learn what effective digital audit looks like in action, including practical tools and workflows used by leading firms today
  2. Discover a proven approach for evaluating, selecting, and rolling out digital audit technology tailored to your firm’s needs
  3. Gain insight into the typical challenges firms face and how to address them, ensuring a smoother and more successful transition