Executive Briefing on AI

One Board Meeting
to
an Actionable Strategy

Let’s inform you on the state of AI in accounting.
No hype, no noise, just what’s real today.

How does your firm's AI adoption stack up compared to others in the industry?

There is so much noise and hype around AI that it is quite challenging to stay informed and make decisions.

We want informed decisions, not based on hype, and we also want momentum, not getting paralysed by too many options. 

You need clear answers:

  • Which AI tools are worth investing in?

  • How can you keep your data secure?

  • How do you upskill your team effectively?

  • How do you ensure your firm stays competitive without falling for the hype?

  • How do you create good strategy, policy and governance to manage this transition.

Cut through the noise and get the information you need today

AI Implementation Roadmap by Inbal Rodnay

You will walk away from this program with:

  1. Update on the State of AI: Inbal presents the state of AI in accounting today. No hype, no doom. Just what is real and available to you today.

  2. AI Adoption Benchmark: See where you stand compared to others—are you leading or lagging? And practical next steps to advance.

  3. Tools and Trends: A curated overview of the tools that can add immediate value to your practice, prioritising practical applications over hype.

  4. Best Practices in AI Adoption: Learn how other firms are successfully implementing AI. Inbal’s approach is based on informing your leadership and upskilling your entire team.

  5. Risk Management and Policies: Guidance on developing AI strategies, policies, and governance models that ensure safe and compliant use of AI tools in your firm.

This program is for you if you:

  1. Are eager to understand how AI can enhance your firm’s competitive position.

  2. Want to cut through the noise and identify the tools that are mature and right for you today.

  3. Want to make informed decisions on which apps are really worth investing in right now.

  4. Need a clear plan for integrating AI that aligns with regulatory and ethical standards.

  5. Face resistance from partners who are concerned about risks or lack of understanding.

  6. Want to develop an AI policy that encourages safe exploration and responsible use.

This program is NOT for you if you:

  1. Don’t believe that AI is relevant or think it is just a hype

  2. Believe that AI can replace every process in your business today. We are not there yet.

  3. Want to hire data scientists and build your own AI tools. This is not the program for that.

How we work together

Delivery:

The executive briefing is delivered as a 60-minute session.

Duration is flexible to fit into your next your next board or leadership meeting and allow time for all your questions to be answered.

Who should attend:

  • Partners and Executives: If you’re responsible for making strategic decisions in your firm, this briefing is for you. Get aligned on what AI means for the firm’s future.

  • Tech Champions and Practice Managers: Bring along your tech champions or practice managers who will be key in rolling out these tools.

Where we meet:
Executive briefings and training sessions can take place on site, online, or hybrid to accommodate for remote teams.

For on-site meetings, Inbal travels from Melbourne.

Materials:

You may keep a recording of the session for internal use.

Want to work together? Let’s chat

  • Inbal put my mind at ease about AI, where to focus my efforts and where most to integrate AI into my work to optimise my time, my team's time and client experience.

    Jane Anderson, CEO, Exceptional Consulting

  • Very practical and helpful to understand possibilities and the practicalities of bringing the whole team along for the AI journey

    Amanda Kenafake, CEO, Power Tynan

  • Inbal never fails to add assurance, confidence and care to any conversation. Her insights go beyond the questions asked, and allow me to advance my skills as a manager implementing new systems.

    Anna Fitzgibbon, Partner, The Breakthrough Office

  • Loved the innovative thinking and real life examples.

    Greg Feutrill, Partner, Smith Feutrill

Your AI Leader

Inbal Rodnay is recognised as a leader in AI adoption in Australia and New Zealand.

Her work in AI builds on a stellar career of leading technology adoption in businesses and educating executives on technology advancements and how to embed them into the business in effective ways. 

Inbal is the former head of Technology and Innovation in entrepreneurial professional services firm BlueRock.

She is a keynote speaker for large industry bodies including CA ANZ, CPA ANZ, IPA and ProVision and holds a position as an expert advisor to CA ANZ developing the AI Competency and the Certificate of AI Fluency.

She is finalist 2024 AI Leader of the year and AI Consultant of the Year in the Inaugural Australian AI Awards. She was finalist 2022 Innovator of the Year in Women in Finance Awards, and is recognised as Top Voice on AI by LinkedIn.

Want to work together? Let’s chat