Newsletter June 2026
AI Readiness: Moving From Curiosity to Capability
Firms are looking to AI to improve efficiency, increase visibility, and support better business decisions.
Realizing those benefits requires more than new technology. It starts with connected data, streamlined processes, and a strong operational foundation.
PracticeERP explores how firms can position themselves to leverage AI and build a foundation for greater productivity, insight, and long-term growth.
Webinars to Share
SuiteScript & Workflows: What to Automate vs. What to Leave Alone
Tuesday, June 23, 2026 4:00 PM EDT NetSuite offers powerful tools to automate processes, reduce manual work, and improve consistency, but not every process should be automated. This session will break down the differences between Workflows and SuiteScript, explain when each tool makes sense, and share practical examples of what to automate and what to leave alone.
AI and the Lethal Trifecta
Monday, June 29, 2026 4:00 PM EDT AI is quickly moving from simple chat tools to systems that can access business data, automate workflows, and support decision-making. While tools like ChatGPT, Copilot, and AI-powered applications can create major efficiencies, they also introduce new risks organizations need to understand. In this session, we discuss how AI works, common risks businesses should be aware of, and practical ways organizations can use AI more safely and effectively.
AI for CPAs: Start With the Basics
Tuesday, June 30, 2026 11:00 AM EDT Artificial intelligence is rapidly becoming part of the conversation for CPA firms, but many leaders are still trying to understand what it actually means for their business. AI is everywhere, but most CPA firms are still figuring out where to begin. This session is designed to help CPA firm leaders understand what AI is, where it can help, what risks to watch for, and why firm data needs to be clean and connected before AI can truly deliver value.
By the Numbers
88% of Finance Leaders
say AI will be the most transformative technology trend, but only 8% feel prepared.
63% of Executives
say AI is helping improve efficiency and productivity
69% of Organizations
say fully implementing an AI governance strategy will take a year or more.
Where You Can Find Us
Scaling New Heights
June 14 - 17, 2026 | Orlando, Florida Booth #167
CPAFMA Connections
June 23-26, 2026 | Salt Lake City, Utah
HeadWaters Conference
July 16 - 17, 2026 | Chicago, Illinois
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