Intersection of AI & Advisory (REFRAME WEBINARS)

Slides: https://docs.google.com/presentation/d/1aRHWGhjqBEMuy92naSVb7pI6ZKBpUBPF7tP6NWFWcz0/edit?usp=sharing REFRAME NYC EVENT: https://reframe.shoprocket.io/#!/reframe-nyc-price-confidently-june-2026 REFRAME MIAMI EVENT: https://events.reframeaccounting.com/ Timeline 00:00 Session Overview 03:12 New York City Event - June 4-5 (Superfan Pricing) 07:36 Reframe 2026 Miami - Early Bird Ends April 30 08:34 New Format: Tech Day + Advisory Engagement Awards 10:19 Thank You to Intuit, Worthy, and Our Partners 11:53 THEME 1 — Can AI Do Our Work? 12:00 Poll: Rate AI on Tax Returns (1-10) 12:55 My 95% Accurate Tax Return Test 14:17 Is It Safe? Personal vs. Enterprise Accounts 15:40 Bookkeeping Is Harder Than Tax 16:26 Poll: Rate AI on Bookkeeping (1-10) 17:50 Whose Standards Actually Matter? 19:30 Intuit Intelligence + Human Experts Announcement 22:30 What Is My Role Now? (The Question) 25:48 THEME 2 — Compliance vs. Advisory 26:15 Chat Responses: The New Role 29:32 David Leary's Insight: AI Will Do Advisory Well 31:11 Speed vs. Direction 32:44 Reliable Advisory vs. Innovative Advisory 26:41 THEME 3 — Accountants Are the New Designers 28:27 The One-Liner That Nailed It 32:44 Who Sets the Direction? The Designer 33:34 First Principles Thinking (Aristotle) 34:29 AI Has No Desire 36:37 Carlos on Life Milestones & Human Wisdom 38:08 How Do I Get Started? Philosophy & Design 39:59 Why AI Companies Are Hiring Philosophers 40:49 THEME 4 — Coworking With AI 40:49 Intuit's 5 Million Business Data Advantage 42:29 The Next Generation Will Accept the AI Summary 44:17 Repositioning Before Intuit Repositions Us 45:08 Carlos on Dot-Com & Online Dating Fatigue & Chat Comments 55:18 Claude Designer (Released Today) 59:27 Help Your Clients Become Designers / Co-Design with them