Unlock AI efficiency: practical tools and policies for the modern accountant with Sage

Event information

This webinar is brought to you in partnership with Sage.

Artificial Intelligence is transforming the way accountants work, but how do you embrace its benefits while maintaining compliance, security, and client trust? Understand how to harness AI safely and effectively; discover how Sage Accounting and the AI productivity assistant Sage Copilot can automate repetitive admin tasks, streamline workflows and increase efficiency in your practice, all while keeping your data secure and compliant. Offering insight from both Sage and Hello AI Collective, our speakers will explore what responsible AI adoption looks like in real-world accounting practice, sharing actionable insights, demonstrating trusted tools in action, and equipping you with ready-to-use resources to get started immediately.

Key benefits

• Practical AI policies and compliance: receive a free, ready-to-implement AI policy and data security checklist to guide safe AI use within your practice.
• Data protection and client confidentiality: learn how to maintain regulatory compliance and protect sensitive client data while exploring automation tools, such as Sage Copilot.
• AI tools you can trust: see how Sage Accounting and Sage Copilot can reduce manual admin work, save valuable time and boost productivity, allowing you to focus on client connection and business growth.
• Safe exploration of AI: understand the dos and don’ts of AI adoption, from ethical considerations to data handling best practices.

About the speakers

	Phil Hobden, Head of Business Development, Sage Phil is a fintech and financial services expert with over 15 years of experience working with leading firms including NatWest, Wolters Kluwer, and Visma helping launch and scale products across the UK markets and beyond. Phil has worked with over 60% of the UK Top 100 accountancy firms across his career, as well as key PE-backed acquirers, mid-tier practices, and niche /boutique consultancies across the UK, South Africa, and beyond - helping them future-proof operations, transform their tech stacks and launch standout services for the SMB market.
	Dan Boyles, Founder, Hello AI Collective Dan combines deep tech expertise with commercial insight and hands-on delivery. Formerly Microsoft’s Global Master Trainer and head of EU Trust & Safety training at TikTok, Dan now leads Hello AI Collective, driving AI adoption for organisations from SMEs to global corporates. He has delivered over 50 projects covering data strategy, compliance, workflow design, and virtual training, and has trained over 10,000 professionals worldwide. Dan advises leading brands including Lenovo, Xerox, and Microsoft on go-to-market strategies and serves as a fractional AI CTO. A recognised voice in accounting and finance, he speaks at major industry events and works with firms like Silverfin and Sage to turn AI hype into practical, value-driven strategies.
	Rob Fawcett, Founder, The Human CTO Rob is a leading advisor on AI governance, data protection and technology strategy across the accounting and professional services sector. He works with practices, software firms and large organisations to help them adopt AI safely, confidently and in line with UK and EU regulatory expectations. Rob specialises in translating complex regulation into practical, operational controls that accountants can apply immediately. His work spans AI policies, GDPR compliance, risk management, data assurance and the ethical use of automation inside finance functions.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1hr of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.