Description
A jargon-free, demo-led introduction to AI agents for accounting, legal and governance professionals
AI agents are rapidly moving from novelty to necessity. Unlike a chatbot that simply answers a question, an AI agent can take an instruction, work through a multi-step task, use your tools and data, and return finished work - drafting documents, reconciling figures, checking compliance and more. For accountants, lawyers and business advisers, this is one of the most significant shifts in professional productivity in a generation.
This webinar cuts through the hype with a clear, jargon-free explanation of what AI agents actually are, how they differ from the AI tools you already use, and where they create real value in a professional practice. Every concept is grounded in live demonstrations drawn from accounting, legal and business governance work, so you leave with a practical sense of what is possible today - and, just as importantly, what is not.
This is an introductory, practical session. No prior AI or technical knowledge is required, and the content is equally relevant to sole practitioners and large firms.
Why attend:
- See AI agents in action through live demonstrations across accounting, legal and governance scenarios.
- Accounting demo - watch an agent prepare a month-end reconciliation, draft variance commentary and flag anomalies for human review.
- Legal demo - see an agent review a contract against a clause checklist, summarise key obligations and surface risk areas.
- Governance demo - follow an agent as it assembles a board pack, tracks action items and drafts updates to a compliance register.
- Understand the practical limits, risks and human supervision an agent needs in regulated professional work.
- Leave with a simple framework for identifying which of your own tasks are good candidates for AI agents.
LEARNING OUTCOMES
By the end of this webinar, attendees will be able to:
- Explain what an AI agent is and how it differs from a chatbot or standard AI assistant.
- Identify high-value, lower-risk tasks in accounting, legal and governance work that are well suited to AI agents.
- Recognise the practical capabilities and current limitations of AI agents in regulated professional environments.
- Describe the human supervision, review and accountability controls an agent-assisted workflow requires.
- Evaluate the data security, client confidentiality and professional-conduct considerations of deploying agents in practice.
- Apply a simple framework to prioritise where to pilot AI agents within your own firm.
- Outline practical first steps to trial an AI agent safely over the next 90 days.
SUITED TO
This webinar is suited to professionals across accounting, legal and advisory practices who want a clear, hands-on introduction to AI agents - including partners, directors, principals and practice managers; accountants, auditors and tax professionals; lawyers and in-house counsel; and company secretaries, governance and compliance officers and board administrators. It is relevant to both sole practitioners and large firms. No prior AI or technical knowledge is required.
PRESENTER
Nick Beaugeard, Managing Director, Released Group
Nick Beaugeard is a seasoned entrepreneur and technologist with a career spanning several decades. He began his journey in software development at the age of nine on an Apple ][ and has since founded multiple companies, leading them from inception to successful exits. Nick has been at the forefront of technological advancements, contributing to areas such as systems management infrastructure, WebAssembly, blockchain, and large-scale AI developments. His leadership has earned him accolades including Australian Software Developer of the Year (twice), six global Microsoft Innovation awards, and recognition as a finalist in the 2010 global RedHerring awards. In 2019, Forrester named him an IT Industry Super Connector, highlighting his extensive global IT industry relationships.
Nick is a recognised speaker on AI and the author of the bestselling "ChatGPT for Executives." He currently leads the HPE and NEXTDC AI Lab in Artarmon, NSW, and continues to drive innovation through his consulting firm, Released Group, and venture arm, Released Ventures. He is a frequent presenter for CCH Learning, known for translating complex AI developments into practical, jargon-free guidance for accounting, legal and business professionals.
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