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ON-DEMAND WEBINAR

The Age of AI in Accounting - Part 2: Building a Secure, AI-Ready Firm

In part 2 of our AI in Accounting series, Nick Sinclair and AI strategist Ben Fisher are joined by cybersecurity leader Charles Wardzinski as they break down the security controls and data infrastructure needed to adopt AI without risking client trust.

Key Takeaways

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The Right AI Infrastructure for Your Firm – what to set up, what to avoid, and what the firms getting it right have in common

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Folder and Data Structure That Work with AI – how to organise your firm’s knowledge so your AI tools can use it

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Key Security Considerations – the non-negotiables around data protection when using LLMs with client information

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How Strong Foundation Enables Scale – why using AI now means your team, including global talent, can operate at a higher level

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Inside TOA Global’s AI Ecosystem – Luca, your AI thinking partner with deep accounting expertise, and TalentX, our newest talent platform built to scale teams once the foundation is set

Nick

Nick Sinclair

Founder, TOA Global and Ab2 Institute of Accounting

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With 20+ years of experience, Nick has built an impressive career as an entrepreneur, coach, and former owner of an accounting and financial planning firm.

He founded TOA Global, Ab² Institute of Accounting, and Sinclair Media, collectively empowering more than 1,100 firms worldwide.

Fuelled by a passion for helping accounting leaders gain time and financial freedom, Nick is dedicated to guiding them in building firms they’re proud to lead.

Watch this on-demand webinar