How CAS Firms Are Unlocking New Potential with Agentic AI

Client advisory services (CAS) practices are evolving fast—and AI is leading the charge. From streamlining vendor onboarding to real-time exception handling, agentic AI goes beyond automation to act on your behalf, freeing your team to focus on high-value, strategic work.

Hear from leaders at CPA.com, Aprio, and BILL as they break down the real-world impact of AI agents in firms of all sizes. You’ll discover how AI is helping CAS teams:

• Operate more efficiently with fewer bottlenecks
• Proactively surface insights for clients
• Unlock new capacity without new headcount
• Strengthen governance and trust though intelligent automation

Whether you're running a lean firm or leading at scale, this conversation will show how AI agents can be your force multiplier for growth, insight and advisory elevation.

Learning objectives:

• Differentiate between basic automation, generative AI, and agentic AI — and understand the unique role agentic AI plays in CAS practices
• Identify high-impact CAS workflows where agentic AI can deliver immediate value, such as vendor onboarding, bill pay, reconciliation and exception management
• Describe how AI agents improve both operational efficiency and advisory insight, helping firms shift from transactional to proactive service delivery
• Apply best practices for responsible AI deployment, including governance, auditability and human oversight to maintain trust and compliance

1 hour