Building a Better CPA Firm for the Future

Overview

Internal auditors play a critical role in ensuring ethical, compliant AI adoption by promoting strong governance, clear accountability, and lifecycle monitoring. Nick Ajmera, internal audit leader at an electrical utility, outlines board-level oversight, cross-functional committees, and unified policies aligned to frameworks like ISO/IEC 42001 and NIST. He highlights key risks’bias, drift, privacy, and explainability’and recommends KPIs, vendor controls, and monitoring tools to sustain effective AI governance.

Highlights

Prerequisites

Work experience in a corporate staff environment, or an introductory course in business management.

Objectives

• Identify common motivations for CPA firms to move from traditional compliance work toward advisory services.
• Recognize how firm vision and client mix decisions influence long-term sustainability and efficiency.
• Distinguish between different levels of advisory services within a CPA firm environment.
• Select financial and operational indicators used to monitor firm performance and capacity.

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.