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AI Talks JULY, 2026

AI TALKS

AI Talks is a monthly 30-minute webinar series focused on how artificial intelligence is actually being used in accounting and advisory work today. Each session explores practical tools, real workflows, and simple ways firms can start using AI to work smarter, save time, and deliver more value to clients.

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Overview
Speaker: Donna Reade, Founder of Team Reade
Guest Speaker: Rob Hamilton, COO at Digits
Date : August 20, 2026
Time : 3:30 PM ET
Duration : 30 mins
Language : English

AI TALKS

August 20, 2026

September 17, 2026

October 15, 2026

November 19, 2026

December 17, 2026

Speaker's Info

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AUG
06
THU
1:00 PM
ET
Future Forward App Academy
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Future Forward App Academy

In this jam-packed session, you'll gain insights directly from the following leading companies: Verito (1:00 PM) Rightworks (1:30 PM ET) Less Time Managing Technology. More Time Growing Your Firm. Accounting firms didn't get into business to spend their days troubleshooting technology, worrying about cybersecurity, or juggling disconnected systems. Yet for many firms, those challenges have become part of everyday work. Join us for an introduction to Rightworks and discover how we're helping firms simplify technology, improve security, and create more efficient workflows. We'll walk through the challenges we hear from firms every day and explore the solutions designed to help address them. Whether you're looking to streamline operations, enable your team to work more effectively, or better protect your firm's data, this session will help you understand how Rightworks supports firms at every stage of their technology journey. Flywire (2:00 PM ET) Inside Invoiced: 30 Minutes Inside Modern A/R Join Flywire for a 30-minute walkthrough of Integration Studio — the connectivity hub inside the Invoiced A/R platform that lets growing businesses link billing, collections, payments, and reconciliation to the rest of their tech stack. With drag-and-drop setup and pre-built connections to thousands of business apps, Integration Studio replaces the IT projects and re-keyed data your clients are still living with today. You'll see what fully connected A/R looks like in practice — and how AI-augmented automation takes it further once the data is flowing.

AUG
12
WED
2:00 PM
ET
QBTalks-Apps: QuickBooks Capital The New QuickBooks Lending Overview
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QBTalks-Apps: QuickBooks Capital The New QuickBooks Lending Overview

QuickBooks Capital The New QuickBooks Lending Overview Presenter: William "Murph" Murphy Join us on Wednesday, August 12, at 2:00 PM Eastern for our next QB Talks-App show, where Intuit will introduce its new QuickBooks Lending Overview page and how it can help you better support your clients' funding needs. The QuickBooks Lending Overview page gives you and your clients greater visibility into overall business health and potential lending eligibility. By surfacing key factors lenders consider - such as cash flow patterns, revenue stability, and transaction history - along with actionable insights, QuickBooks helps take the guesswork out of the funding process and helps you guide clients toward financing opportunities that fit their business needs. Rackeb Mered, Senior Product Manager, and Peter Czmielewski, Principal Product Marketing Manager, from the QuickBooks Capital team, will walk us through this new experience, demonstrating how it works. They will also share how these data-driven insights can help you confidently advise clients as they explore funding options.

AUG
14
FRI
11:00 AM
ET
Cash Flow Talks August: Working Capital Management: Unlocking Cash Flow from Operations
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Cash Flow Talks August: Working Capital Management: Unlocking Cash Flow from Operations

Cash flow problems are rarely caused by a lack of data — they’re caused by a lack of clarity. This month, Mike will show how AR, AP, and Inventory interact in the app’s cash flow story view.

AUG
18
TUE
2:00 PM
ET
Tech Stack Assembly: Your AI Policy Isn't Built for What's Coming: Building an AI Handbook for the Agentic Future
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Tech Stack Assembly: Your AI Policy Isn't Built for What's Coming: Building an AI Handbook for the Agentic Future

AI is already transforming the way accounting firms work through tools like Microsoft Copilot, QuickBooks, ChatGPT, Zoom, and Google Workspace. The challenge is no longer whether to use AI, but how to use it responsibly.

AUG
20
THU
12:00 PM
ET
TPN Tax Talks August: Tax Tech Stack and AI
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TPN Tax Talks August: Tax Tech Stack and AI

Tax firms face staffing shortages, burnout, workflow inefficiencies, and client document delays. See how AI and tax tech streamline processes, boost capacity, and improve busy-season efficiency.

AUG
20
THU
2:15 PM
ET
Mastering Strategies for Growth Class #10: Stop Reporting the Past: Turn Numbers into Decisions
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Mastering Strategies for Growth Class #10: Stop Reporting the Past: Turn Numbers into Decisions

Most financial reports explain what happened. Clients need help deciding what to do next. This class teaches you how to transform accounting data into actionable conversations that support decisions, planning, and business growth.

AUG
20
THU
3:30 PM
ET
AI Talks: MCP Explained: How to Make Your Tools Work Together
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AI Talks: MCP Explained: How to Make Your Tools Work Together

Most business owners have a spreadsheet that trusts no one and an inbox that talks to nothing. That's the gap MCP closes, and this week's AI Talks breaks down exactly how. What you'll walk away with: Why it's needed The short version of why your AI tools have been working in isolation this whole time. What actually matters Cutting through the buzzword soup to the part that changes how you work. Not all MCPs work the same Why "connected" doesn't mean "connected well" and what to look for. No jargon. No "just trust the process." Just a real look at how this stuff works.

AUG
24
MON
2:00 PM
ET
AI Deep Dive: The Growth Manager, Start to Finish: One Prospect, Six Skills, No Guessing
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AI Deep Dive: The Growth Manager, Start to Finish: One Prospect, Six Skills, No Guessing

Most firms grow by accident. A referral comes in, you take it, and over time your book fills with clients who do not quite fit, at prices you set years ago. Eventually you hit capacity and decide growth is not for you. This session takes that pattern apart in real time. Jan Haugo runs a full growth pipeline against one real prospect, from a cold market to a finished, value-priced proposal, using six connected AI skills built in Claude. Together they act as a growth manager most firms never had the budget to hire. You will watch the market research, decision-maker lookup, meeting prep, call debrief, case-study match, and proposal come together, most of it done before you would normally open your laptop. Competitive research that once took days happens in front of you in minutes. You will leave knowing what a real growth system looks like, how the six skills hand off to each other, and which documents to gather to build your own. Learning Objectives: After this session, attendees will be able to: Map the AI skills that form a complete growth pipeline, from market research through a proposal ready to send, and see how each skill feeds the next. Pinpoint where their firm currently loses prospects, from the at-capacity mindset to the follow-up that quietly stops after busy season. Use a prompt structure that turns a general AI tool into a trained collaborator that sounds like their firm instead of a generic chatbot. Leave with a build plan for their own growth workspace, including the knowledge-base documents to gather first and one prompt to run this week.

AUG
25
TUE
2:00 PM
ET
IA Marketing Talks: The 4-Question Fix for Closing Better Clients
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IA Marketing Talks: The 4-Question Fix for Closing Better Clients

Most accounting firm owners are exceptional at their craft and uncomfortable in a sales conversation. The result: leads that should become clients disappear after the first call, and no one knows why. In this session, James Donovan introduces his 4 W's discovery framework — the four questions every prospect call needs to answer to move toward a signed engagement. James coaches firm owners on what to ask, what to listen for, and how to lead a conversation that builds trust, surfaces urgency, and ends with a clear next step. No scripts. No pressure tactics. Just a structure that makes selling feel like serving.

AUG
27
THU
12:00 PM
ET
Figured: From Compliance to Advisory: Building an Ag Accounting Practice
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Figured: From Compliance to Advisory: Building an Ag Accounting Practice

Speakers: Erin Arick, Senior Account Executive at Figured Mitchell Parks, Senior Account Executive at Figured Most farm clients show up once a year, file their taxes, and leave. The financial data that could drive real decisions exists — it's just not being used. For accounting firms with agricultural clients, that's not just a missed conversation. It's a missed revenue opportunity, and a missed chance to become the adviser the next generation of farm operators actually wants. This session opens the series by tackling a question every firm with ag clients eventually has to answer: what would it take to move from compliance-only service to genuine advisory? Agriculture brings its own complexity — production cycles that don't map neatly to a standard P&L, livestock and crop inventory that tie up liquidity in ways a bank needs to see, and financial stories that get lost in a once-a-year filing relationship. We'll cover why ag advisory is different from general business advisory, what's actually holding most firms back from making the shift, and how to open the "beyond tax" conversation with a farm client without it feeling like an upsell. You'll see how existing accounting data — the work you're already doing — can become the foundation for ongoing advisory services, without rebuilding your practice from scratch. This session is designed to stand on its own. If you only attend one session in this series, this is the one that lays the groundwork — what advisory looks like, why now, and where to start. Learning Objectives After this session, attendees should be able to: Understand why compliance-only engagements leave money on the table for both the firm and the farmer Recognize the specific challenges that make Ag Advisory different from general advisory Know how to open the "beyond tax" conversation with a farm client in a natural, non-salesy way See how Figured layers on top of existing QuickBooks Online data to enable advisory without building from scratch Learn how other firms are pricing and packaging these service

AUG
28
FRI
12:00 PM
ET
Suite Success: Running Your Entire Firm with Intuit Accountant Suite
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Suite Success: Running Your Entire Firm with Intuit Accountant Suite

Discover how Intuit Accountant Suite transforms the way accounting firms manage client work. Learn how to gain a complete view of client activity without logging into multiple files, streamline workflows with dashboards and automation, and leverage AI to uncover insights, spot trends, and calculate KPIs. Whether you're a solo practitioner or scaling your firm, this session will help you work smarter and deliver higher-value advisory services.