Webinar

AI is changing the work tax professionals learn from, which means firms need a new answer to an old question: how do you develop future advisors?

The Tax Transformation Framework from CPA.com identifies Talent and Advisory Culture as a key driver in building firms in the AI-era. Firms intentionally focusing on developing the skills, judgment, and advisory mindset are transforming to an advisory-focused future for their teams.

Join Brandon Allfrey, senior director of tax transformation at CPA.com, Ryan Corcoran, director of tax innovation at RSM, and Mat Armstrong, VP of customer success at Blue J for a conversation on integrating AI without leaving staff development behind. Ryan will share how his team has approached AI adoption through structured training, internal AI champions, prompt libraries, and AI-assisted research. Together, the speakers will look at how firms can balance efficiency with professional development, using AI to sharpen technical judgment and advisory skills rather than replace the work that builds them.

Learning Objectives:

• Identify the skills and competencies firms need to develop as tax practices evolve from compliance-focused work to AI-enabled advisory services
• Describe practical approaches for training staff on AI tools while maintaining technical proficiency and professional judgment
• Evaluate methods for using AI-generated work product to strengthen technical development, review processes, and mentoring for junior staff
• Assess strategies for recruiting, developing, and retaining talent in an AI-enabled tax practice