Description
Move beyond ChatGPT basics and discover how to automate entire workflows across your firm—join this practical webinar to see how AI can save time, reduce manual work, and transform how you deliver value
Most accounting firms have now had their first taste of AI through chatbots like ChatGPT — asking questions, drafting emails, summarising documents. That is a useful start, but it barely scratches the surface. The real opportunity lies beyond the chatbot, in using AI to automate entire workflows across the firm, freeing your people from repetitive work and reshaping how the practice delivers value.
This practical, introductory-to-intermediate webinar moves past prompt-and-response tools to show how firms are building genuine automation solutions — connecting AI to the systems, data and processes they already use. Through real-world examples and live demonstrations, Nick will show how a single accountant can now design and deploy automations that once required a development team, and how to roll these out safely across a whole firm.
Why attend:
- See how AI moves from a personal chatbot to firm-wide automated workflows
- Understand the building blocks of an automation solution: triggers, agents, data and approvals
- Watch live demonstrations of automations for client onboarding, document processing and month-end tasks
- Learn how to identify, prioritise and govern automation opportunities in your own practice
- Suitable for firms of all sizes — no technical or coding background required
LEARNING OUTCOMES
By the end of this webinar, attendees will be able to:
- Distinguish between conversational AI chatbots and true AI automation solutions
- Identify three or more firm-wide processes that are strong candidates for AI automation
- Describe the core building blocks of an automation: triggers, AI agents, data sources and human approval points
- Recognise how AI connects to existing practice systems and client data to deliver end-to-end workflows
- Evaluate automation opportunities for risk, value and ease of implementation
- Apply a practical framework for piloting and scaling automation across the firm
- Understand the governance, security and quality controls needed to deploy AI automation safely
SUITED TO
This webinar is suited to partners, directors, practice managers, accountants, auditors and tax professionals in firms of all sizes who want to move beyond basic chatbot use and deliver real automation across their practice. It is ideal for decision-makers exploring where AI can drive efficiency, and for hands-on staff who will champion and run automation initiatives. No prior AI technical knowledge or coding experience 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 author of the bestselling "ChatGPT for Executives." He continues to drive innovation through his consulting firm, Released Group.
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