Description
Understand how agentic AI tools can accelerate everyday work for business professionals
Agentic AI has moved beyond the chatbot.
Tools like Claude Cowork and OpenAI Codex can now work with your actual files, draft documents, build spreadsheets, analyse data, and complete multi-step tasks on your behalf — not just answer questions.
For business professionals, this represents the biggest shift in personal productivity since the spreadsheet.
In this session, Nick Beaugeard demonstrates both tools live, showing exactly how they fit into the working day of an accountant, adviser, or business professional. You will see real tasks completed end to end — from turning meeting notes into client-ready documents to automating repetitive reporting — and learn how to decide which tool suits which job, what they cost, and how to adopt them safely in your firm.
Why attend:
- See Claude Cowork working with real files and folders — documents, spreadsheets, and reports produced end to end
- See OpenAI Codex automating technical and repetitive tasks without needing to be a programmer
- Understand where each tool fits, what they cost, and how they compare
- Learn practical guardrails for data privacy, client confidentiality, and quality control
- Take away a simple adoption roadmap you can apply in your firm the next day
This is an introductory, practical, demonstration-led webinar. No technical knowledge is required, and it is suitable for professionals in firms of all sizes.
LEARNING OUTCOMES
By the end of this webinar, attendees will be able to:
- Understand what agentic AI tools are and how Claude Cowork and OpenAI Codex differ from chatbots like ChatGPT
- Identify practical, high-value tasks in their own workday that these tools can accelerate or automate
- Apply Claude Cowork to real file-based work such as drafting documents, building spreadsheets, and preparing reports
- Recognise where OpenAI Codex can automate repetitive or technical tasks without programming skills
- Evaluate the two tools against each other on capability, cost, and fit for their firm
- Assess the data privacy, confidentiality, and quality-control considerations before adopting agentic AI
- Design a simple, low-risk adoption plan to introduce these tools into their practice
SUITED TO
Partners, directors, practice managers, accountants, auditors, tax professionals, lawyers, and business advisers in firms of all sizes who want to use AI agents to save time on everyday work. No prior AI or technical knowledge is required — this session is designed for busy professionals, not developers.
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 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.
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