The Modern CPA: Balancing Innovation, Technology, and the Human Connection

The rapid rise of artificial intelligence, automation, and data analytics is reshaping the CPA profession, creating opportunities and challenges. It can feel overwhelming to keep up with it all while maintaining the human touch that clients and colleagues rely on. 

People look to CPAs for clarity, insight, and leadership, and even more so in uncertain times. In a world increasingly driven by AI and automation, CPAs have a unique opportunity to differentiate themselves by fostering the human attributes that machines cannot replicate. These qualities include trust, ethics, empathy, listening, professional judgment and inspiring confidence. No matter how good AI gets, these qualities will needed, likely more than ever. 

In this engaging session, where we’ll explore how to leverage technology and also be more human than ever to have the greatest impact with our teams and our businesses. 

Learning Objectives

At the end of this session, participants will: 

  • Understand how technological advancements like AI and automation are transforming the CPA profession and the skills needed to thrive, yet can also create barriers relative to trust and human connection. 
  • Understand the neuroscience that drives trust, human connection, and motivation and allows individuals and teams to produce, perform and create in amazing ways. 
  • Recognize the critical role CPAs can play in finding the balance between technology and human connection; they are constantly adapting to technological change and are always looked to for trusted professional advice in difficult circumstances.  
  • Learn five tools and practices to make the most of innovation while leveraging uniquely human qualities related to trust, ethics, empathy, listening, professional judgment and inspiring confidence. 

Instructor: Scott Orth

When
2026-06-03 1:00 PM - 2:30 PM
Atlantic Daylight Time
Where
NS CANADA

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