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Spending Time with (Baby) Bots: A Practical Approach Towards Embracing AI


Cost Free
CPE Credits 1.0 hour
Subject Area Information Technology
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

As part of the ever-evolving business landscape, a place where bots “work-to-learn” alongside their human counterparts, accountants are tasked with challenge of balancing extreme demands: On one hand, you have the prospect of major transformation, as machine learning shifts your workload and subsequently the needs of your firm’s future workforce. On the other, in spite of the latest innovations, there’s a very essential need to stay grounded in the here-and-now. After all, you (and your customers) still have a business to run!
Couple this with the fact that it’s time-consuming (and sometimes confusing) to swim through the noise of ‘robots taking over our jobs’ when we know that the technology itself still has much room for improvement. Part of the challenge here is being able to weed through the clutter, to get to the heart of the matter, so that we can effectively embrace AI in its earliest stages. So, as a firm leader, how do you effectively handle this demand? HINT: the ‘answer to AI’ is more about the people than it is about technology. Take-a-ways include:

  • A birds-eye view of AI in the Accounting Industry

  • A few examples of the technology in practice — and in theory

  • A possible framework for effective collaboration with technologists

  • An overview of future-forward growth opportunities for firm development.


Mathew Heggem

Chief Strategist, Growth Marketing & Sales Advisor


Mathew Heggem has served the accounting industry for 10+ years, both as an innovative firm leader and in the capacity of job training and workforce development. Currently, he is the Chief Strategist for HireEffect, a purpose-driven bookkeeping, recruiting and consulting firm based out of Texas, with the motto "People First, Technology Forward" and serves as a growth consultant to various other accounting & bookkeeping practices. He was previously recognized by CPA Practice Advisor as a "20 Under 40 Superstars," has spoken at industry conferences, including QuickBooks Connect, and has authored 30+ publications for outlets including The Accountex Report,, and SmartCEO, on topics related to technology, innovation and conscious leadership practices.

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NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.