AI in Accounting and Advisory | Accounting & Finance
Description
AI is rapidly reshaping accounting and advisory practice, bringing both opportunity and risk. As adoption accelerates, the challenges of accountability, cognitive ownership and professional ethics are becoming more pronounced in an AI-enabled environment.
This workshop is designed to address that challenge at the root.
Delivered by Suzanne (Sues) Tonks, Managing Director of Limestone Group, the session brings together over 20 years of senior leadership experience and postgraduate psychology expertise to help you build clarity, accountability and ethical intelligence in the way AI is used in accounting and finance practice.
The challenge
AI-assisted advisory introduces new risks to judgement and professional standards. Without clear frameworks, organisations and practitioners begin to see:
• Reduced clarity around accountability for AI-generated work
• Erosion of professional judgement and cognitive ownership
• Increased exposure to compliance risks
• Heightened reputational risk in client-facing advisory
These risks build quietly before they become visible in performance, audit quality and client trust.
Our approach
This workshop focuses on how AI is actually used in accounting and advisory contexts, and how to ensure it strengthens, rather than replaces, professional judgement. It is more than a policy, it is a practical framework for responsible AI use.
What you will explore
• The implications of AI-assisted advisory on professional standards
• Where accountability sits in AI-enabled workflows
• When AI supports thinking vs replaces it
• Risks to judgement, authorship and output quality
• AML/CTF obligations and regulatory considerations
• Responsible AI adoption aligned with CPA and CA ANZ expectations
Who this is for
Designed for accounting and finance professionals, including:
• Partners and senior leaders
• Accountants and financial advisors
• Audit, risk and compliance professionals
• Client-facing advisory teams
No technical background required. This is a judgement and capability-focused session.
CPD eligibility
This workshop is CPD applicable for accounting and finance professionals, including CPA and CA ANZ members. Certificates of completion are provided.
Facilitator
Suzanne Tonks – Managing Director, Limestone Group
PhD Candidate (Psychology) | Provisional Psychologist (AHPRA) | 20+ years C-suite experience
Lineup
Suzanne (Sues) Tonks
Sues Tonks is the Managing Director of Limestone Group and one of Australia's most experienced practitioners at the intersection of psychology, executive leadership, and strategic communication. She is completing a Doctor of Philosophy in Psychology at Monash University as part of a double award programme incorporating the Masters of Educational and Developmental Psychology. She has completed all coursework, placements, and her thesis, with conferral pending publication of a submitted peer-reviewed journal article currently under review. She holds Provisional Psychologist registration with AHPRA. Sues also holds a Bachelor of Business and Commerce and a degree in Communication, and brings more than 20 years of senior practice across C-suite executive development, corporate strategy, government, not-for-profit organisations, creative agencies, and business owners. Her specialisations include issues management and public relations, and she has worked intimately with global brands and ambitious entrepreneurs at the highest level of decision-making. She is the developer of the AIMPI (AI Management Personality Inventory) and leads all Limestone Group programmes, coaching, and strategic intensives. Sues is a sought-after speaker and guest panelist on leadership, AI, psychology in professional practice, and the future of work.
Tickets for good, not greed Humanitix dedicates 100% of profits from booking fees to charity
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