Smart Automation: AI & RPA
Understanding Agentic AI: Practical Applications for Nonprofit Finance
Agentic AI represents a shift from task-based automation to intelligent agents that support decision-making. Watch this session in AAFCPAs’ 2026 Nonprofit Seminar, which demystifies the concept and highlights real-world finance use cases, risks, and governance considerations for nonprofit organizations. What you’ll take away: Where emerging technology may support decision-making within finance functions.
AAFCPAs to Speak at 2026 Plan Sponsor Fiduciary Summit
AAFCPAs’ Shawn Huxley, CPA, MSA, Partner, Employee Benefit Plans and Vassilis Kontoglis, Partner, AI Digital Transformation & Security have been invited to speak at the 2026 Plan Sponsor Fiduciary Summit. Attendees will gain valuable insight from experienced professionals on navigating fiduciary challenges, including lessons from litigation, updates from Secure 2.0, strategies to prepare for plan […]
AAFCPAs Takes the Stage at AICPA® ENGAGE 2026
AAFCPAs will lead two sessions at ENGAGE 2026, one of the profession’s largest and premier annual events. The Great Debate: Return to Office AAFCPAs Managing Partner Carla McCall, CPA, CGMA will participate in a debate style session, exploring the pros and cons of a remote, hybrid, and in person workforce. The panel includes Jose Antunes […]
SOC 2 Reports for SaaS and AI Companies: Why SOC 2 Compliance Matters
Key takeaways: Strengthening Security, Governance, and Trust for SaaS and AI Companies Artificial Intelligence (AI) is reshaping how companies develop software, deliver services, and engage with clients. For AI developers and providers, rapid innovation comes with heightened responsibility to ensure systems are secure, reliable, and well-controlled. SOC 2 helps organizations respond to customer and stakeholder […]
Watch How Boston Senior Home Care Reduced Claim Denials by 90% — A Live Client Webinar
Boston Senior Home Care slashed monthly claim denials from $65,000 to just $6,000 by automating one of the most time‑consuming, risk‑prone processes in their organization. Watch how this transformation delivered real‑time visibility, restored staff capacity, and created a proactive model any Aging Services Access Points (ASAPs) can replicate. Speakers include Vassilis Kontoglis, Partner, AI Digital […]
Start Small to Scale Smart with Automation
The idea of automation often arrives with fanfare—promises of transformation, efficiency, and sweeping change. But for many organizations, especially those already stretched thin, the prospect of overhauling core business processes may feel impractical. Automation does not have to begin with large-scale disruption. A focused, manageable start often leads to more effective outcomes. Starting with one […]
Building an Innovation Mindset for Automation Success
Organizations often approach automation as a technology upgrade—an efficiency project, a cost-saver, a way to modernize operations. But even the best-designed systems can falter without a culture that is ready to change. Resistance does not always sound like “no.” It may take the form of quiet hesitation, skepticism, or the reversion to old habits once […]
Accounting Today Spotlights AAFCPAs’ Ryan Wolff on AI and Innovation
AAFCPAs’ Senior AI and strategic innovation consultant Ryan Wolff shared his perspective in Accounting Today’s 2025 roundup of top apps for accountants. Wolff emphasized the growing role of AI and automation in streamlining workflows and improving efficiency across client environments. Ryan Wolff applies his combined background in accounting and technology to help clients streamline operations […]
There Are Automation Opportunities in Your Everyday Operations
Most organizations are busy enough just keeping up with daily responsibilities. When operations rely on habit and deadlines, it is easy to overlook the quiet drag of manual tasks, i.e. the form re-entered in three systems, the spreadsheet passed around for approvals, the weekly report that takes hours to compile. These inefficiencies often remain hidden […]