AI isn’t here to replace accountants. It’s here to help us lead better at scale. In the video above, Jody explains what you are signing up for and how participating will put you on a path to becoming AI-first.Â
From there, you’ll want to sign up for this free 20- to 25-minute course (broken up into 1- to 5-minute bite-sized segments for you to watch at your own pace). Here she’ll introduce you to the AI-X Movement, which is a bold, human-first model for modern CPA firms. And you’ll discover Navi, your new AI-powered reflection tool that transforms how you lead and advise in real time.
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What You’ll Learn
This isn’t a theory-heavy course. It’s a fast, practical jumpstart into AI-fueled leadership and the movement designed to make firms more relevant, more human and more ready for what’s next.
What the AI-X Movement is and how it’s already changing firms
How to use Navi to reflect on and improve real-world conversations
How AI can coach you (and your team) on tone, clarity, presence and power
How to turn advisory into a consistent, scalable firmwide skill
Why intelligent empathy and reflection are the new edge in advisory
Who This Is For
This course is for accountants, firm leaders and advisors who are ready to:
Lead with more clarity, confidence and consistency
Build stronger client relationships through real conversations
Use AI to reflect, improve and grow
Turn advisory into a repeatable, scalable skill across the firm
Get past the dashboards and into real-time leadership development
Whether you’re a solo CPA, part of a mid-size team, or running an entire firm, if you’re asking “What’s next?” for advisory, this is it.
Enroll today
Why This Matters
The accounting profession is at a crossroads. The pressure to “do advisory” is louder than ever, but the tools and systems most firms rely on weren’t built for what leadership really demands today: clarity, connection, presence and action.
Firms are investing in dashboards and data, but still bottlenecking insight in partners’ heads. They’re hiring smart people, but struggling to coach them fast enough. They want to lead, but don’t know what good leadership even looks like in this new world.
That’s where AI-X comes in. It’s about amplifying your humanity, unlocking your leadership style, and scaling advisory without burning out your team. Navi can help you lead differently, with tools that coach as you go. Because the future of advisory is built on people who are ready to show up clearly, consistently and with confidence.
See the Future of Advisory.
This preview course is your personal onboarding into the AI-X way of working. Learn why we need to lead differently, think critically and build the kind of firm the future actually needs.
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