Technology & AI in Corporate Tax Webinar
Overview
Artificial intelligence and automation are rapidly transforming the tax function, creating new opportunities to improve efficiency, enhance analysis, and reduce manual work across both large and small businesses. This session provides a practical introduction to the technologies shaping modern tax operations, including AI, automation, and emerging agentic systems, while addressing governance, ethics, and implementation considerations. Participants will gain insight into:
- How AI and automation are changing tax workflows, productivity, and decision-making
- Key differences between AI technologies and their practical business applications
- Important governance, ethics, and workforce considerations for responsible adoption
Objective
To provide CPAs and other tax and finance professionals with a practical understanding of AI and automation in the tax function, enabling them to evaluate emerging technologies, identify use cases, and support responsible implementation.
Emphasis
- How AI is transforming both large and small businesses
- Technology primer: clarifying differences between AI, automation, and agentic AI
- Modernizing the tax provision and tax compliance process
- Transfer pricing technology, data analytics, and dashboards for tax leaders
- Using technology to improve audit readiness and operational efficiency
- Governance and ethics
- Next steps for the knowledge-based worker
Speakers
Rob Drover, MBA, CBIZ Technology
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