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Free cpe webinars
Be the Smartest Person in the Room: How AI Helps You Have the Right Answer


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 3, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

What if you had someone on your team who knew all the answers all the time? What if they could help transform the way you work? This is the promise of artificial intelligence (AI). With AI, tax departments are researching with greater speed and accuracy more than ever. With AI, you can be more confident and proactive in your research so you can bring more to your organization.   

Learning Objectives:

  • Recognize what makes AI so critical to the future of tax and accounting firms' compliance (Hint: It’s changing the way you work!)

  • Determine how powerful platforms like Checkpoint Edge use AI to answer questions and conduct research 

  • Identify what questions your peers have about AI and what experts have to say in response

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Adam Gretz

Thomson Reuters
Senior Product Manager

(800) 968-8900

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Adam Gretz is a senior product manager for Checkpoint and Checkpoint Edge at Thomson Reuters. Adam began working at Thomson Reuters in 2012 and started his career in sales before shortly transitioning to a product manager and product owner role. Adam has extensive experience working with federal tax, employee benefits, payroll, financial reporting, and international tax professionals across the U.S. He has been the recipient of several awards at Thomson Reuters. He has been a key contributor to several award-winning solutions, most recently being the CPA Practice Advisor Tech Innovation Award in July for the release of Checkpoint Edge.

Adam is currently working on the next advancements in Artificial Intelligence. He continues to partner with tax professionals to develop meaningful and impactful solutions that meet the needs of the industry in an era of constant regulatory change and increased demand.

Adam lives in Ann Arbor, MI. Outside of Thomson Reuters, he is an outdoors enthusiast, and when he’s not working, he’s dragging his wife and four kids to the next hiking trail.


Denise Baker

Thomson Reuters
Director Go-To-Market Enablement - Large Firms
(800) 968-8900

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Denise began her career with Thomson Reuters in 2009 as a Corporate Sales Specialist and in 2011 was promoted to an Audit & Accounting Sr. Specialist. In 2014, she transitioned to Product Management within the Audit & Accounting segment and was promoted to Sr. Product Manager in 2017.

In 2018 Denise was appointed to the Director of Product Management of Financial Reporting and Management Products. Denise is now the GTM Enablement Lead for Large Firms; Tax Professionals.

Denise holds a B.S. in Biology and Chemistry from Eastern Michigan University. Before beginning her career at Thomson Reuters, Denise owned her own real estate business for 13 years and worked in the environmental field as a chemist and project manager. Denise is an avid hockey fan and enjoys being outdoors during all four seasons in Michigan.

About Our Presenter

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Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit