From Basics to Breakthrough: Unleashing Real AI Impact in the Tax Function
June 30 @ 1:00 pm – 2:00 pm EDT
Many tax teams have begun experimenting with AI — most remain stuck at the basics: summarizing emails, drafting notes, or cleaning up formulas. This session shows tax leaders how to break through that plateau and unlock AI’s real, transformative value. We’ll walk through practical steps to evolve from isolated prompt-based tasks to scalable, high-impact solutions such as automated workpapers, intelligent review, workflow orchestration, and agent-driven tax processes.
Attendees will learn how to identify meaningful use cases, build the right data and governance foundations, and confidently advance from simple experimentation to a sustainable, AI-enabled tax operating model that helps drive measurable results.
Learning Objectives
- Diagnose why your AI journey is stuck and pinpoint the people, process, data, and governance barriers preventing progress.
- Identify and prioritize high-value AI use cases that move beyond summaries — such as automated variance analysis, ETR and provision support, workflow agents, and intelligent data preparation.
- Construct the foundations for scalable AI adoption, including tax-ready data pipelines, risk controls, and governance practices that help ensure responsible, reliable outcomes.
- Create a repeatable AI operating approach that enables continuous improvement, cross-team adoption, and long-term impact across the tax lifecycle.
CPE Information
Delivery: Group Internet Based
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Cost: There is no fee to attend this sessionttend this session
Information about CPE Eligibility
To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.
Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.
For questions regarding CPE credit, please contact [email protected].
BDO USA, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
