At the CCH Connections 2026 event in Orlando, Wolters Kluwer Tax & Accounting brought together leaders from Microsoft, Salesforce, McKinsey and Sandra Wiley Strategies to discuss how accounting firms should adopt agentic AI. Panelists urged firms not to wait for a perfect firmwide AI strategy, but to start with one workflow, secure its data, and build agentic workflows with governance and controls. Key themes included treating AI as business transformation rather than just productivity, rethinking how newer staff build expertise, setting clear standards for accountability and human oversight, and tying AI budgets to firm strategy. The session closed by challenging each leader to set priorities for the next 12 months and choose one practical move to make within 90 days.
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Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/30/2026 | 521.90 |
| Change that session | -1.55% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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