This webinar will explore how law firms can strategically adopt artificial intelligence (AI) technologies and navigate evolving tax law landscapes to enhance operational efficiency and data governance. Attendees will gain insights into building board-level business cases for AI adoption, implementing secure data policies, and leveraging tools like Copilot for reporting and decision making. The session will also cover the implications of the One Big Beautiful Bill Act (OB3 or OBBBA) for law firm partnerships and provide practical guidance for CFOs and controllers preparing to present AI strategies to governing boards.
Learning Objectives
Upon completion of this program, participants will be able to:
- Recognize how to develop and present a board-level business case for AI adoption.
- Identify key considerations for implementing AI responsibly within law firm environments.
- Outline strategies for securing client and operational data in AI platforms.
- Apply generative AI prompts for actionable reports and insights for firm leadership.
- Describe the impact of OB3 on law firm structures and partnership responsibilities.
CPE Information
1.00 CPE Credit(s) (pending approval)
1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.
Who’s This For
CFOs, CMOs, controllers, leadership, management committees, board members, management teams of law firms.
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Basic
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, LLP 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.
Presenter(s)
Brian West, Tabitha Payton, Spencer Heywood, David Mayo