Live Replay WebinarBasic level

Building for What's Next: A Playbook for a Scalable, AI-Powered Advisory Practice

Knowing that business advisory is the opportunity is one thing. Building a practice that delivers it effectively, efficiently and at scale is another, and most firms manage only one of the three. This session is a practical playbook drawn from benchmark data on top-performing advisory practices and from real-world experience applying AI inside accounting firms. You'll work through how to choose a niche, productize advisory into tiered offerings, price on outcomes rather than hours, and run an operating model in which AI does the analysis while people provide the judgment. The session also covers the guardrails that let a firm move quickly without putting its license at risk. You'll leave with a three-test checklist, an example tiered package and a 90-day plan outline you can adapt to your firm.

CPE Credits1

Field of Study Business Management & Organization

Instructor Dr. Alex Heublein

Offered as part of a live event

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1 NASBA-sponsored CPE credit
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Course details

Recommended CPE credit: 1
Field of study: Business Management & Organization
Program level: Basic
Delivery method: Group Internet Based
Prerequisites: None
Advance preparation: None
Course number: 26c-24mo4

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

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How to attend this course

This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.

Dec 21

The Next 24 Months: AI and the Future of the Accounting Profession Conference · Dec 21, 2026 · Online · this course runs Dec 21, 2026 · event offers up to 4 credits

$120 View event