Content Provider
Hive logo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
AI Adoption: A Practical Guide for Small Practitioners


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 1, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

A little over one year after ChatGPT was introduced, there has been a consensus that generative AI offers a great opportunity in CPA practices. Yet, as one of the very first builders of AI products, our presenters have witnessed a wide range of AI awareness, training, and experience, along with a vast spectrum of attitudes toward AI from CPA professionals.
This webinar will share firsthand observations and insights that demystify AI in CPA practice, and more importantly, provide small CPAs with a clear, actionable roadmap to harness AI in their practice. Attend this webinar to ensure that your small CPA practices have the knowledge and tools not only to partake in the AI revolution but also to thrive within it.  
This webinar will cover generative AI in CPA practice; the current state of AI adoption; risks, ethical, and regulatory considerations; the HIVE Trustworthy AI Framework; and an AI adoption roadmap—all followed by a use case of working with an AI assistant at a CPA office.
Learning Objectives:

  • Identify the opportunity and role of generative AI in CPA practice

  • Evaluate a practical roadmap to adopt AI in 2024 with HIVE AI Framework and Roadmap

  • Recognize an advanced AI assistant use case at a CPA practice

Not logged
Hive logo

Lotus Li is a Certified Public Accountant with over 20 years of experience in accounting, finance, and tax. She started her career at CPA firms and later moved to various corporate accounting and finance leadership roles. She aspires to empower human productivity with AI.

About Our Presenter

Hive logo
Hive TA Technologies is a team of CPAs, technologists, designers and project managers who are passionate about building tax and financial planning AI to transform the way tax and financial planning professionals serve their clients’ needs. The team understands the pain points and pressures faced by professionals in serving their clients and strive to pave an AI-enabled tax and finance journey that is easy, enriching, and empowering.