Five Things to Consider Before Choosing an AI Tool

Lavesh Chattlani breaks down the essential framework for evaluating AI solutions in professional services: system integration, data sensitivity, security, reliability, and implementation ease. Learn why distinguishing between operational and sensitive financial tasks changes everything—plus the practical advantage of consolidating tools within your existing tech stack. Watch to discover which AI decisions actually move the needle for growing firms. From the course “Beyond the Buzz: Expert Panel on AI & the Modern Firm” (1 CPE credit, Information Technology, Basic): https://www.cpetoday.com/course/beyond-the-buzz-expert-panel-on-ai-the-modern-firm Taught by Randolph Johnston — Partner, K2 Enterprises. More from Randolph Johnston: https://www.cpetoday.com/instructor/randolph-johnston Taught by Lavesh Chattlani — President at Scalene AI Inc. | AI Strategy, Enablement & Governance, Scalene AI Inc.. More from Lavesh Chattlani: https://www.cpetoday.com/instructor/lavesh-chattlani Taught by Atiba Lewis — Founder | Principal Consultant | Finance Ops Automation (QBO/QBOA) | Integrations, Reporting & AI, ATL Workflow Automation Inc.. More from Atiba Lewis: https://www.cpetoday.com/instructor/atiba-lewis CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #AI #ProfessionalServices #AIImplementation