Master AI in Accounting
Master AI in Accounting

Real Tools ○ Real Workflows ○ Real Talk

Real Tools, Real Workflows, Real Talk.

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*Earn 2 CPD Points!

Are you an AI-curious accountant?

This free event is designed for accountants leading forward-thinking firms in public practice. If your challenge isn't whether to use AI, but how to implement it in a way that is practical, secure, and profitable, this event is for you.  


By partnering with Microsoft and AI thought-leader, Inbal Rodnay, we've curated 2 hours of content that will see you walk away with tips that will increase efficiency and boost your firm's capacity today. Experience real use cases, client-ready workflows, and the tools you can start using now, including Microsoft Copilot Chat and M365 Copilot, ChatGPT, and more.

 

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Discover tools and workflows 

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Implement Real-World Applications 
Learn step-by-step prompts and workflows for Microsoft 365 that you can start using straight away to increase efficiency.

Achieve Immediate Time-Savings 
Master practical, "do-along" workflows for the tools you use every day. Learn to cut month-end close time by leveraging AI-powered variance analysis.

Access the Blueprint for Growth
Discover how AI-enabled firms are supporting 55% more clients and cutting their financial close time by over a week.

Meet the Speakers

Inbal Rodnay 

Inbal helps accounting firms leverage AI with confidence. What sets Inbal apart, is her unique view of technology: as a board director, a practitioner, and a programmer. She doesn’t just talk about the future — she helps firms build it.

Nick Williams 

Nick Williams is the International Director of Product at Intuit. As the product lead, Nick's role is to understand the latest technology trends and learn about the biggest challenges faced by businesses and accounting / bookkeeping professionals. With this knowledge he works with the local and global Intuit teams to build new innovations across the Intuit platform with QuickBooks and MailChimp, helping businesses prosper and enabling Accounting and Bookkeeping professionals to grow their practice and scale their impact.

Georgia Engel 

Georgia helps teams turn Microsoft 365 and Copilot into tools that make work easier, not harder.

 

Having supported more than 2,000 people on their AI journey across universities, government, aviation, infrastructure and finance, Georgia understands the big questions: How do we roll this out without the overwhelm? What’s actually worth using?

Dan Polifiore

Dan is the Adopt + Innovate Practice Manager at IComm Australia, where he blends empathy, tech-savviness, and real-world insight to help teams embrace technology with confidence. 


With a background in User Training, Change Management, AI integration & Workflow Innovation, Dan’s work centres on making learning feel less like a task and more like a spark. 

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Agenda

Time Name Description
10:00 AMRegistration & networking 
10:30 AMAI in Accounting—What's Real, What's Noise?

Inbal Rodnay, AI Innovation Leader

Discover how to vet AI tools and vendors based on real-world outcomes and audit-ready examples that resonate with your daily workflows.
You’ll learn: 

  • How to identify AI solutions with genuine, measurable value for your firm.
  • A six step adoption roadmap for implementing AI effectively
  • Insider insights into what to expect from the market beyond Copilot so you can make informed decisions that match your firm's needs.
11:30 AMMaximise Microsoft Copilot

Dan Polifiore and Georgia Engel, Microsoft Experts at iComm  

Get ready for practical, actionable strategies to leverage Microsoft Copilot, enabling immediate time-savings and smarter workflows in your daily operations.
You'll learn:

  • Smarter workflows using Copilot Chat – Draft client emails, summarise documents, and generate reports using just a few prompts
  • Automate admin tasks using the tools you already own to automate meeting prep, assign tasks and organise your documents
12:15 PMA More Powerful QuickBooks on the Intuit platform

Nick Williams, Global Product Director at Intuit (APAC locations) and Dale Pearson, Enterprise Advisor Sales & Partnerships - APAC (AU locations) 

Transform the way you and your clients work. Agentic AI, connected data, and deeper functionality will power efficiency and growth on the new Intuit platform. 

You’ll discover: 

  • Agentic AI coming to QuickBooks, experience best-in-class technology that can handle everything from repetitive tasks to complex workflows, all while maintaining your full control. 
  • Gain insights, detect new trends or anomalies, and uncover what's driving them with proactive tools that keep you informed. 
  • Spot new opportunities, foster leads, re-engage current customers, and ultimately boost your bottom line all in QuickBooks. 
1:00 PMNetworking lunch

Ask your questions, connect with peers

2:00 PMEvent close 

*For CPD points, please check with your local membership body regulations to confirm whether hours count as verifiable or non-verifiable

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