Newsletter September 2026
AI for CPAs: Start With the Basics
AI is becoming a bigger part of the conversation for CPA firms, but knowing where to start can feel overwhelming.
In AI for CPAs: Start with the Basics, we break AI down into practical terms for firm leaders. Learn where AI can support firm operations and client service, the risks to keep in mind, and the steps your firm can take to prepare for responsible AI adoption.
Whether you’re just beginning to explore AI or looking for a clearer path forward, this session will help you better understand where AI fits within your firm.
Webinars to Share
AI, Compliance & ERP: Getting Your Data House in Order
Thursday, September 10, 2026 12:00 PM EDT As artificial intelligence continues to evolve, organizations are increasingly considering how it fits into their existing systems, processes, and governance structures. This webinar provides a general overview of the relationship between AI, compliance, and ERP systems, and how these areas intersect in today’s business environment. Attendees will gain perspective on how ERP systems can support organizational structure, data management, and operational consistency as businesses explore emerging technologies like AI. This discussion is intended to help organizations think broadly about aligning innovation with established business practices and oversight requirements.
Building a Technology Strategy for Your Business
Monday, September 28, 2026 12:00 PM EDT In today’s rapidly evolving business landscape, selecting the right technology is critical to achieving sustainable growth and operational efficiency. This webinar will guide you through the process of crafting a robust technology strategy with an ERP as the core of your business. Learn how to evaluate, prioritize, and integrate supporting tools and solutions to complement your ERP and drive your organization’s success. Whether you’re scaling operations, optimizing workflows, or planning for future innovations, this session will provide actionable insights to help you make informed decisions and build a technology stack that empowers your business to thrive.
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By the Numbers
32% of CPA Tax Practitioners
are already using AI for client communications.
49% of CPA Financial Executives
expect their businesses to expand over the next 12 months.
20% of CPA Tax Practitioners
say their firms are expanding the services they offer clients.
Where You Can Find Us
CPAmerica Leading Partners Retreat
September 29 – October 2, 2026 Atlanta, Georgia
Digital CPA Conference
December 6-9, 2026 San Diego, California
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