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Free cpe webinars
How to Grow Your Firm with AI: Introducing Field Agents

HOW TO GROW YOUR FIRM WITH AI: INTRODUCING FIELD AGENTS

This webinar is hosted on On24
Available Date(s)
Thursday, April 17, 2025: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

As the demand for audit and advisory services continues to grow, the industry is challenged with talent shortages and outdated technology. The winning firms of tomorrow are integrating AI to amplify their expert professionals.

Join Fieldguide as we introduce Field Agents, our enterprise agentic AI solution that’s purpose-built for audit and advisory firms. Field Agents link individual automated tasks into complete, end-to-end workflows that AI agents execute with human input and oversight. The result? AI agents take on the heavy lifting while your engagement team spends more time applying their expertise where it adds more client value: Analysis, judgment, and client impact.

In this webinar, we’ll explore Fieldguide’s AI platform in depth:


  • Field Assist, generative AI and LLMs that automate individual tasks such as writing test procedures, quickly finding insights from complex documents, and documenting test results.

  • Field Agents, our new agentic AI that builds on Field Assist’s foundation by autonomously executing complete, multi-step engagement workflows.

  • Practical strategies for successful AI adoption, including key considerations and actionable steps to effectively integrate AI into your firm.

Learning Objectives

  • Identify how generative AI and large language models (LLMs) can automate individual tasks, ultimately improving efficiency in manual processes

  • Define the concept of agentic AI and its implications within the audit and advisory industry

  • Outline practical strategies for successful AI adoption, including crucial considerations and actionable steps

  • Evaluate the potential benefits of using AI in transforming client engagement and operational workflows

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Jin Chang

Fieldguide
CEO & Co-Founder

Fieldguide

CEO and co-founder of Fieldguide. Jin is a former EY practitioner and founded Fieldguide to help firms grow faster and more profitably.

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Josh Tong

Fieldguide
Head of Product

Fieldguide

Head of Product at Fieldguide. Josh has a background with deep focus on B2B SaaS, AI, and data science.

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Nathan Breidenbach

Fieldguide
Senior Solutions Engineer

Fieldguide

Senior Solutions Engineer at Fieldguide. Nathan has several years of experience working both within the Fieldguide platform and the Field Agents solution.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
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Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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. 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Fieldguide
Fieldguide is an enterprise software company building automation and collaboration software for assurance and advisory firms. Built by former Big Four practitioners and experienced technology leaders, our platform digitizes the end-to-end engagement workflow on a single, cloud-native platform. Fieldguide is trusted by top CPA firms to boost margins, win new business, and build stronger client relationships. We are backed by top venture capital firms, including 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, and more.