AI & Accountants Ep 5 How Leaders Are Navigating AI

Nicola Bain (CLA) outlines her firm’s half-billion-dollar AI transformation plan, with insights on digital scaling, workforce development, and client enablement. Ariel Finkelstein follows with a strategic “reality check,” stressing that AI should be grounded in your business mission — not adopted for novelty’s sake. He discusses optimal workforce design, AI skill gaps, and the evolving future of tools like Excel. If you’re shaping AI strategy at any level, this is your starting point.