• Date to be confirmed
• Online
• 60 min
• Free

Online Workshop: Survive The AI Era

A practical briefing for Swiss fiduciaries: understand the newest AI capabilities, separate real risks from hype, see how leading accounting firms use AI, and leave with strategies for privacy-conscious adoption.

What we will cover

1. 01

   The latest AI capabilities that still feel unreal

   What frontier models can now do with documents, spreadsheets, email, reasoning, research, and repetitive expert workflows.

2. 02

   Is AI going to take all our jobs?

   What is hype, what is real, and which parts of accounting work are most exposed over the next few years.

3. 03

   Client data, AI, and Swiss FADP: what is actually safe

   How to think about privacy, processors, hosting, auditability, human approval, and responsible AI use with client data.

4. 04

   What the most advanced accounting firms already automate

   Realistic examples from document intake, bookkeeping support, reconciliations, client follow-ups, review prep, and internal knowledge search.

5. 05

   Accounting in 2029: what changes first

   What gets automated, what stays human, and how fiduciary value shifts toward review, advice, governance, and client relationship work.

6. 06

   3 practical strategies to survive, and even thrive, in the AI era

   How to choose first workflows, adapt pricing, upskill teams, communicate with clients, and build a responsible AI operating model.

Who it is forPartners and team leads at Swiss fiduciary firms of any size. No technical background needed.