Almost every finance department — 97% — now reports some form of AI in use. Only 6% of finance leaders describe their AI adoption as mature or enterprise-wide. Adoption is racing ahead; maturity is not.
In this opening episode of our 4-part series, AI & Accountants 2026 — drawn from our online webinar — host David Powell introduces your speakers: Campbell Robertson, founder of Boxwood Strategy Group and a former global data and AI practice leader at IBM; Jannie Wentzel, chartered accountant, and partner and chief operating officer at Cential; Chris Easton, CEO of Applied Logic and a past president of CAW Network USA; and panel moderator Nancy Chakabuda, our Vice President.
First up, Campbell unpacks:
• Assistant versus agent: once AI acts instead of answering, the control point moves, and often nobody has said where
• Month-end close: 40–60% close-cycle compression in vendor benchmarks — but the bottleneck was a dirty chart of accounts, not the model
• Exception handling: the agent found anomalies nobody had time to look for, and an efficiency project became a disclosure question overnight
• Why each client project started as a productivity project and ended as a controls project
• Four questions to ask your own firm on Monday, starting with an inventory that includes shadow AI
Essential listening for any finance leader whose team uses AI but can't yet prove what it saves or costs.
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