FREE LIVE WEBINAR
Being an Advisor in an AI World
AI can spot the problem. Can it help your clients make a change?
 Geni Whitehouse |
 Roger Knecht |
Thursday, November 12, 2026
12:30 PM Pacific | 1:30 PM Mountain | 2:30 PM Central | 3:30 PM Eastern
A FREE Live Webinar with Geni Whitehouse & Roger Knecht
Being an Advisor
in an AI World
AI Can Spot the Problem. Can It Help Your Clients Make a Change?
Join Geni Whitehouse and Roger Knecht for a conversation about what it means to be a trusted business advisor when technology can do more of the accounting work.
Thursday, November 12, 2026
12:30–1:30 PM Pacific
1:30–2:30 PM Mountain
2:30–3:30 PM Central
3:30–4:30 PM Eastern
Free registration • Live online event
When the Reports Write Themselves, What Makes You Valuable?
AI can categorize, reconcile, summarize, and even identify declining cash flow. But identifying a problem isn't the same as helping a business solve it.
The real opportunity for bookkeepers and accountants is to go beyond the numbers and help clients improve the people, processes, and decisions that drive results.
Discover why the advisor who understands how the work really gets done has never been more valuable.
What You'll Discover
Measure What Matters
Why AI can help us measure too late, faster, and what to measure instead.
Ask Better Questions
Questions that get clients talking about what they actually do differently.
Look Beyond Outcomes
Shift the focus from lagging financial results to the people and processes that drive them.
Use AI Wisely
Five questions to ask of every AI insight before it reaches your client.
Bring the Team Together
Why getting the right people in the room is the part AI can't do.
Become a Trusted Advisor
Explore how to turn financial information into meaningful action for your clients.
Meet Your Presenters
Geni Whitehouse
Geni shares her experience working with Napa Valley winery clients, helping turn financial information into practical action and better business decisions.
Roger Knecht
Roger brings his perspective on helping accounting professionals develop successful practices and expand their value through advisory services.
The Future of Accounting Is About More Than Numbers
AI can provide the information. A trusted advisor helps clients understand what it means and what to do next.
Thursday, November 12, 2026
12:30 PM Pacific • 1:30 PM Mountain
2:30 PM Central • 3:30 PM Eastern