AI webinar series

Stop keeping up with AI.
Start leading with it.

Sign up for our content series with three free CPE-eligible webinars designed to help accounting firms use BILL AI to deliver a faster, smarter, and more secure client experience. Plus there’s a chance to win a Blackstone grill in each live session.1 Webinars start on August 6, 2026.
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Exceed client expectations with BILL

82% of accounting firm leaders say AI has raised client expectations across speed, advisory, and data privacy.* This content series will keep you ahead of the game.

*Based on survey data from Oct/Nov 2025.
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August 6 at 10 am PT

The new client standard:
Metrics that matter

Your clients are more tech-savvy than ever, and they're measuring your firm by new standards. How fast do you onboard? How quickly do they see results? How often are you in the room? This session pulls back the curtain on how AI is reshaping client expectations and what leading firms are doing right now to stay indispensable.

Speakers

Elinor Litwack | CPA, CAS Partner, GRF CPAs
Dean Quiambao | Partner, Technology Industry and Northern California Market Leader, Armanino

Ben Pincus | Head of Partner Management, Rillet
Learning Objectives
Analyze key areas where AI elevates client expectations and identify KPIs clients now use to measure success with financial partners.
Learning Objectives
Execute a gap analysis between your current service delivery speed and the real-time expectations of an AI-powered marketplace.
Learning Objectives
Execute a plan to capture and act on client feedback regarding their evolving technology needs.
Learning Objectives
Construct an updated value proposition that emphasizes your firm’s ability to lead tech-savvy clients through financial automation.

August 18 at 10 am PT

Beyond the work:
How leading firms prove their value

Today's clients expect their firms to be fast, insightful, and secure at every touchpoint—and AI has made those expectations non-negotiable. This session introduces “AI ambition, applied,” BILL’s research-backed framework for turning AI survey insights into action. In this session, we’ll focus on one critical area: client experience.

Speakers

Melanie Brenneman | Staff Content Marketing Manager, BILL

Richard Corn | CPA, Director of Product Management, 
Accountant Channels, BILL
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Learning Objectives
Evaluate the five core dimensions of “AI ambition, applied” to understand how AI can support your ideal client experience.
Learning Objectives
Implement research-based, AI-driven strategies to increase speed of service and enhance advisory impact.
Learning Objectives
Identify opportunities to use real-time data for more frequent and impactful client advisory sessions.
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September 2 at 10am PT

AI in action:
Real firms, real results

How long do your clients wait for an answer? How safe do they feel sharing their data? In 2026, these questions define your firm's value. This fireside chat puts AI into practice. See how a successful firm is restructuring service offerings, freeing up expert capacity, and using BILL's built-in AI tools to deliver faster, more personalized, and more secure experiences. Walk away with a concrete roadmap for transforming manual work into the high-value advisory your clients are asking for.

Speaker

John Higgins | CPA, CITP
Learning Objectives
Leverage AI tools within your existing tech stack to support your vision for the client experience.
Learning Objectives
Identify service offerings that you can add or improve based on client feedback, and create a plan to use AI for implementation.
Learning Objectives
Construct a roadmap for your firm to transform traditional manual work into high-value strategic insights.
Learning Objectives
Implement BILL’s built-in, ready-to-use AI tools to provide immediate strategic value.

About the speakers

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Elinor Litwack, CPA
CAS Partner
GRF CPAs

Elinor is a CAS partner with GRF CPAs and Advisors, where she specializes in providing financial and organizational solutions to nonprofit organizations and leads the firm's AI strategy. As a prominent thought leader in public accounting, technology and nonprofit circles, she emphasizes an advisory-first client service strategy, effective technology solutions, deep industry expertise and a people-centered culture. Elinor's leadership within the broader CAS community landed her as Chair of the 2021 Digital CPA Conference, and she currently serves as an advisor on CPA.com’s CAS Advisory Council and BILL's Accountant Partner Council.

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Dean Quiambao
Partner, Technology Industry and Northern California Market Leader
Armanino

Dean is a licensed CPA and a Business Development partner with Armanino. After spending 12 years as an auditor in Armanino's audit department, Dean transitioned to "Chief Relationship Builder" for the firm.

Dean helps numerous private companies, as well as private schools and social service, performing/fine arts and faith-based organizations address their tax, audit and outsourced accounting needs. Boards and finance and audit committees appreciate his laser focus on bringing to life the audit items that matter most, including his proven method of benchmarking data and key financial operating ratios.

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Ben Pincus
Head of Partner Management

Rillet

Ben Pincus is Head of Partner Management at Rillet, the AI-native ERP trusted by Series A to public companies. He started his career at KPMG, then spent a decade as a finance operator, leading Finance at three venture-backed startups, where he built finance functions from scratch, raised multiple rounds of funding, and handled month-end close himself. Outside of work, Ben is a Denver based dad of two girls and avid triathlete.

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Richard Corn, CPA
Director of Product Management, 
Accountant Channels
BILL

Richard Corn, a seasoned CPA with over 10 years of experience in both public and private accounting, has led audit, tax, and client services advisory work for clients ranging from sole-proprietors to mid-market companies with hundreds of employees. After his time in public accounting Richard joined Intuit and was a member of the founding team for QuickBooks Capital where he played a key role in shaping financing solutions for small businesses. Now, serving as the Director of Product Management for Accountants at BILL, Richard focuses on developing tools and services that empower accountants to work more efficiently and deliver greater value to their clients. Through a firsthand understanding of both finance and technology, he is dedicated to evolving the future of accounting with products that help firms streamline work so they can focus on higher-value advisory services and client success.

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Melanie Brenneman
Staff
Content Marketing Manager
BILL

Melanie Brenneman is a marketer with 15+ years connecting data, trends, and strategy to measurable business outcomes for B2B tech companies. At BILL, she leads the Accounting Firm AI Ambition Survey, exploring how AI reshapes strategy, client experience, and business models, and translating those findings into insights that help firms convert potential into real outcomes

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John Higgins, CPA, CITP
Founder

Higgins Advisory

John Higgins, CPA is the founder of Higgins Advisory and a nationally recognized educator on digital transformation for accounting and tax professionals. With over three decades of experience, John combines deep technical expertise with a forward-looking approach to practice innovation. He’s known for helping firms harness emerging technologies—from AI to automation—to streamline operations, boost advisory capacity, and stay competitive in a rapidly evolving profession.

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Earn CPE credit

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Field of Study:
Business Management & Organization
Prerequisite:
None
Recommended CPE Credit(s):
Up to 3
Who Should Attend:
Bookkeeper, CPA - small firm, CPA - Medium firm, CPA - large firm
Level:
Intermediate
Advance Preparation:
None required
Delivery Method:
Group Internet-Based
Event Inquiries:
For inquiries as well as complaints concerning this webinar, you are welcome to send an email message to accounting@hq.bill.com.

Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar.

To be eligible to earn one CPE credit per webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.

BILL 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: www.nasbaregistry.org.

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