AI Hype vs Reality: Practical First Steps for Practices (Partner Webinar)

PARTNER WEBINAR

This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.

OBJECTIVES

Separate the genuine risks of AI from the marketing myths, including what the major LLM providers actually do with your data on different plans. 

Identify a small number of low-risk, high-value AI use cases inside an accountancy practice and recognise where AI should not be trusted with client or regulated work.

Run a controlled, bronze-standard AI pilot inside their own firm, with a clear policy, an approved tool, and a defined set of use cases, without waiting for a perfect strategy.

KEY TOPICS

• The myths and reality of AI and GDPR for accountancy firms, including what ChatGPT, Claude and Microsoft Copilot actually do with your data
• Where AI genuinely helps an accountancy practice today, and where it should not be used
• Microsoft Copilot vs ChatGPT vs Claude: the differences that matter, and how to choose the right tool for the right job
• The risk that matters most: drafting assistants versus AI agents with access to live systems
• The bronze, silver and gold standards of AI adoption for accountancy firms
• A 30-day AI pilot you can start in your firm next week

WHO SHOULD ATTEND

Partners, managers and operations leads in accountancy practices who want to understand AI adoption without the hype or the fearmongering and need a practical starting point for their firm.

Anyone in an accountancy firm who has been asked "what are we doing about AI?" and isn't yet sure how to answer.

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