Thursday 29 October 2026 · 10:30am to 12:00pm AEDT (1:30pm NZDT) · Live online
Ninety minutes on 29 October. You'll leave knowing where your firm stands, what’s coming down the road, and the three things to work on next.
You'll see where this is actually heading, score your own firm against seven questions with us on the call, and finish holding a one page scorecard and a ranked list of what to do next.
TRUSTED BY ACCOUNTING TEAMS ACROSS ANZ
2025 was the year firms learned to chat with AI. 2026 has been the year of agents, where you send it off to do a job instead of asking it a question.
My read on 2027 is that AI crosses a line the first two didn't. Work starts moving inside the practice. Something takes ownership of a defined piece of it and runs while you're busy with the parts that need judgment, and your exposure moves with it. Who signed that off. Where did the client file end up. What happens when it gets something wrong in March and nobody notices until June.
Those aren't tooling questions. They're the ones a partner has to answer, and most firms will walk into next year without having been asked them once.
There are seven of them. You'll have answered all seven by the end of our session.
Why 2027 is different
Three steps, ninety minutes
One. See the shift. What coworking with AI actually means inside a practice, with real examples of what's working in accounting and advisory firms right now, including a few that didn't.
Two. Score your firm. We take the seven questions below and work them against your own practice, live. Ten minutes, honestly answered. You'll have your number before we're done.
Three. Rank your next three moves. Not a generic roadmap. The three things that matter most given the score you just gave yourself.
You leave with the scorecard filled in and the shortlist ranked. Both fit on one page, which is the point of putting them in front of your partners.
The seven questions
This isn't a quiz. It's the seven things that decide whether a firm can hand real work to AI next year, or whether it spends 2027 buying licences and wondering why nothing shifted.
1. Who owns it? If the answer is a committee, write down the date it last met.
2. What happens to client data? Could you tell a client today, without checking, what happens to their file if someone in your office pastes it into a chatbot?
3. What are you paying for? And separately, what's actually open on a Tuesday afternoon.
4. Which jobs? Name three. Not areas, not functions. Jobs, the kind with a start and a finish.
5. Who can actually do this? And what happens to the firm's capability the week your best AI person takes leave.
6. Could you hand the job over? If a new grad couldn't run it from what's written down, nothing else can either.
7. How would you know? If it got something wrong in March, when would you find out, and from whom.
What we'll get into along the way
What firms are doing right now, with real examples from practices your size.
Where the tool race stands, and the question worth asking before you sign anything.
The use cases that are returning something measurable, ranked.
The rollout foundations that get a team using it rather than just licensed for it.
Agentic AI, AI-enabled workflows, coworking with AI. What each one actually means, and which one you're being sold.
Live, with the Q&A open the whole way through.
Yours to keep, on top of the session.
YOUR BONUSES
Bonus 1 · The 2027 Readiness Checklist
A plain-English checklist to see exactly where your firm stands today.
Bonus 2 · The Safe Client Data Playbook
A plain-English guide to what's safe to share with Claude, and what isn't.
Bonus 3 · The AI Tool Race Map
Where the major AI tools and players stand right now, so you're not choosing blind.
Bonus 4 · The Rollout Foundations Kit
The essentials for an AI rollout your team will actually adopt.
Bonus 5 · The Session Recording
Included for everyone who registers, whether or not you attend live.
WHO SHOULD COME
This is for you if…
Come along if
- ✓ You want to understand what "AI coworking" actually means for accounting firms, beyond the hype.
- ✓ You want to know what leading firms are already doing with AI, and what's actually delivering returns.
- ✓ You want a clear view of where the AI tool race stands today.
- ✓ You want the highest-value use cases for your firm, not a generic list.
- ✓ You're responsible for deciding how your firm rolls out AI and want foundations your team will actually adopt.
- ✓ You want to know exactly what to do today to be ready for 2027.
Skip it if
- × You want a hands-on, tool-by-tool tutorial — this is strategic, not a keyboard-out session.
- × You've already mapped your firm's 2027 AI roadmap and use cases.
- × You want a technical, developer-style workshop.
- × You're after a single-vendor sales pitch.
YOUR FACILITATOR
Inbal Rodnay
AI adoption expert, keynote speaker, and educator for accounting firms and finance teams. I work with firms that want to use AI in a practical, safe, and commercially sensible way.
Lead author, CA ANZ Certificate in AI Fluency
Fintech Leader of the Year 2025
Most Innovative Woman of the Year, Technology 2025
Certified Speaking Professional (CSP) 2025
Top 100 Thought Leader 2025
Author of AI Magic: Six Steps to AI Mastery in Your Firm, Amazon bestseller
What Accountants Say
FAQs
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Yes. We start from the beginning and keep the language plain throughout. Tell us you're a beginner when you register and we'll make sure you keep up.
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No. You don't need to code or be "the tech person" in your firm. This is a plain-English strategic briefing, not a technical session.
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None. This isn't a hands-on tool tutorial, so there's nothing to install beforehand. Where relevant tools come up, you'll see them live in the session.
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The whole landscape. We'll cover where the AI tool race currently stands across the major players, not a single product pitch.
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Yes. You can claim 1.5 CPD hours, subject to your professional body's requirements. We'll send you a certificate of attendance after the session for your records.
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You'll still get the recording and all the bonuses. The real value is working through it live with us, but nothing is lost if a clash comes up.
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Absolutely. Choose the number of seats you need at checkout, or gather the team in a boardroom and work through it together on one screen.
Chat was 2025. Agents are 2026. In 2027, AI moves again — from something you use to something you work alongside, operating behind the scenes and taking ownership of tasks.
Firms that get the foundations right now will be ready to power on. Firms that wait will be catching up while the shift is already underway.
This session will help you see where your firm stands, what to prioritise, and what to do next.