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Courses/Accounting & Tax/Technology for Accountants

AI Playbook for Firms: Assess, Pilot, Scale

Move beyond the hype with a practical framework for implementing AI in professional services. Learn to balance innovation with governance to drive efficiency and safe growth.

Created byNick Beaugeard
4.9
(210 reviews)
BeginnerUpdated Dec 18, 2025
AI Playbook for Firms: Assess, Pilot, Scale

What You'll Learn

check_circleAssess your firm’s current AI maturity level.
check_circleDistinguish between automation and generative AI.
check_circleIdentify low-risk AI use cases for your practice.
check_circleDevelop a ninety-day pilot plan for AI adoption.
check_circleImplement governance to mitigate AI data risks.
check_circleCreate policies to manage shadow AI and compliance.

About This Course

AI is now an operational capability, not a theoretical option. Professional services firms face pressure to adopt AI—but successful adoption requires clear frameworks, governance, and realistic pilots. This intermediate, detail-based webinar focuses on how to implement AI in professional services: assess readiness, prioritise use cases, mitigate compliance and ethical risks, and design a phased rollout that delivers measurable value.

Through live demonstrations, practical templates and scenario-based discussions, you’ll see what AI can do well, where supervision is essential, and how to align AI adoption with client expectations and regulatory obligations. This session is aimed at practitioners who want to stop talking and start doing.

This course covers the following key topics:

  • Understanding the Firm Maturity Model: Moving from ad-hoc personal use to embedded business workflows.
  • The mechanics of AI: How Large Language Models work, the difference between AI and automation, and the role of the Common Crawl.
  • Practical applications: Demonstrations of drafting advisory memos, analyzing financial statements, and optical character recognition (OCR) for receipts.
  • Risk management strategies: Identifying hallucinations, protecting client confidentiality, and managing vendor data risks.
  • Governance essentials: Establishing approved tool lists, defining prohibited uses, and aligning with standards like ISO 27001 and ISO 42001.
  • Strategic implementation: How to prioritize high-ROI, low-risk use cases and execute a structured rollout plan using a pilot planning worksheet.

Your Instructor

Nick Beaugeard
Nick Beaugeard

Managing Director | Released | GAICD

menu_book3 courses
star235 reviews

Nick Beaugeard is an Australian technology leader, software architect, and councillor on the Northern Beaches of NSW. He is the Managing Director of Released Group, where he builds AI powered workflow systems, agentic automation platforms, and enterprise solutions used across legal, accounting, community services, and IT service management. With more than thirty five years in software engineering and business transformation, winning numerous awards, Nick specialises in practical AI adoption, showing firms how to use modern tools to cut waste, improve accuracy, and scale their services. He speaks regularly at industry events, runs webinars across Australia, New Zealand, and worldwide and is highly sought after for his no nonsense, real world approach to using AI in professional services. Nick also serves his community through the Northern Beaches Council, focusing on transparency, governance, and better service delivery.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.9
Student's Choice
210 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.