MYCPE ONE

How AI Is Changing Marketing for CPA Firms

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Conference Overview

Artificial intelligence is rapidly transforming how professional services firms approach marketing, from content creation and personalization to data analysis and customer insights. This webinar explores the practical applications of AI specifically relevant to CPA and accounting firm marketing, helping you understand which AI tools and approaches can genuinely improve your marketing effectiveness versus which represent hype without substance. Learn how to thoughtfully incorporate AI into your marketing operations while maintaining the human touch and professional standards that define your practice.  

Major Topics:

  • AI marketing landscape: understanding current capabilities and realistic applications 
  • Content creation assistance: using AI tools for blog posts, social media, email copy, and more 
  • AI-powered personalization: tailoring content and messaging to different audience segments 
  • Chatbots and conversational AI: automating initial client interactions and questions 
  • Predictive analytics: using AI to identify patterns and opportunities in client data 
  • Marketing automation enhancements: how AI makes automation smarter and more effective 
  • SEO and content optimization: AI tools that improve search visibility and topic research 
  • Email marketing improvements: subject line testing, send time optimization, and segmentation 
  • Ad campaign optimization: using AI to improve targeting and bidding strategies 
  • Data analysis and reporting: making sense of marketing metrics with AI assistance 
  • Ethical considerations: maintaining authenticity and transparency when using AI 
  • Quality control: ensuring AI-generated content meets professional standards 
  • Current limitations: understanding what AI cannot yet do effectively 
  • Future trends: preparing for how AI will continue to evolve in marketing

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Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 Communications and Marketing
CPA in Canada 1 Communication
ACCA 1 All
CA - ICAEW 1 All
CA - Scotland 1 All
CA - Ireland 1 All
CPA - Ireland 1 All

Sessions

Sep 9th, 2026

Speakers:
Speaker Name
Apoorv Dwivedi


CMO, Fixyr Marketing

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Speaker Name
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Artificial intelligence is rapidly transforming how professional services firms approach marketing, from content creation and personalization to data analysis and customer insights. This webinar explores the practical applications of AI specifically relevant to CPA and accounting firm marketing, helping you understand which AI tools and approaches can genuinely improve your marketing effectiveness versus which represent hype without substance. Learn how to thoughtfully incorporate AI into your marketing operations while maintaining the human touch and professional standards that define your practice.  

Major Topics:

  • AI marketing landscape: understanding current capabilities and realistic applications 
  • Content creation assistance: using AI tools for blog posts, social media, email copy, and more 
  • AI-powered personalization: tailoring content and messaging to different audience segments 
  • Chatbots and conversational AI: automating initial client interactions and questions 
  • Predictive analytics: using AI to identify patterns and opportunities in client data 
  • Marketing automation enhancements: how AI makes automation smarter and more effective 
  • SEO and content optimization: AI tools that improve search visibility and topic research 
  • Email marketing improvements: subject line testing, send time optimization, and segmentation 
  • Ad campaign optimization: using AI to improve targeting and bidding strategies 
  • Data analysis and reporting: making sense of marketing metrics with AI assistance 
  • Ethical considerations: maintaining authenticity and transparency when using AI 
  • Quality control: ensuring AI-generated content meets professional standards 
  • Current limitations: understanding what AI cannot yet do effectively 
  • Future trends: preparing for how AI will continue to evolve in marketing

Learning Objectives

  • Stay Current: Understand the AI tools and capabilities shaping modern marketing.
  • Efficiency Gains: Identify opportunities to save time on routine marketing tasks.
  • Competitive Awareness: Know how AI might affect your competitive landscape.
  • Practical Applications: Learn which AI tools can help your firm today.
  • Avoid Hype: Distinguish between genuine value and overblown promises. 
  • Quality Standards: Maintain professional caliber while leveraging AI assistance. 
  • Ethical Framework: Use AI in ways that align with professional values.
  • Strategic Perspective: Understand where human expertise still matters most.

Other Details

Subject Area

Communications and Marketing

Course Level

Intermediate

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Apoorv Dwivedi
Apoorv Dwivedi


CMO, Fixyr Marketing

Sep 9th, 2026

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Priyanka Sharma
Priyanka Sharma

VP Of Marketing
MYCPE ONE

Sep 9th, 2026

View More

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com