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+1 346.297.0795 j@jordache.ai For Event Planners: Speaker Kit
Jordache Johnson, Technology Adoption Strategist & Executive AI Advisor
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AI keynote speaker foraccounting and consulting firm conferences

Practical AI for firm leaders and the people doing the client work, now that AI cuts the hours it takes to deliver expertise.

Jordache Johnson in a magenta blazer raising a hand to the room during a keynote

The short answer

Jordache Johnson is an AI keynote speaker for accounting and consulting firm conferences, and for engineering and architecture firms. He helps partners, managers and staff hand AI the routine hours while professional judgment, and the signature behind it, stays with people. Your audience leaves with one use to try and the client-data rules in view.

Updated October 2026.

Use cases

Where AI fits in professional services work.

Six examples of where accounting, consulting, engineering and architecture teams put AI to work. There are many more, and the talk is built around yours. What AI handles, and what stays with your people.

And many more
Use case 01 of 06Check the rules first · client tax data

Document intake and data extraction

InOrganizers, invoices and bank statements come in
AIAI pulls the data out
YouYour team checks what doesn’t tie
AI handles

Pulling the data from tax organizers, invoices and bank statements.

Your people keep

The numbers that don’t tie, and the questions back to the client. In tax work, the IRS tells practitioners to use only secure, enterprise-approved AI with client data, and to vet and document the tools they use.

Live demos

The demos come from your room.

Before he speaks
  1. 01One to three calls with you
  2. 02An attendee survey, if possible
  3. 03Video calls with a couple of the people who’ll be in the room
  4. 04A seat in your committee meeting, if there is one
  5. 05Arriving early to talk with attendees

Every keynote has live demos, usually a handful, built around the work your people do. For a firm audience, that means the research, client documents, proposals and deliverables your people handle every week.

Keynotes

Four talks. Built for professional services rooms.

01AI Transformation That Makes You MORE Valuable, Not LessFor firms asking who keeps the value when AI cuts the hours. As AI takes more of the compliance work, the firm’s value moves toward advice.Leaves withOne opportunity that pairs their experience with what AI can do, a practical next step, and the foundations for scaling AI adoption across their organization.Explore the talk 02Human + AI: How to Work Together Without Giving Away JudgmentAI can draft the research memo and the engagement letter. The signature on the opinion, and the seal on the drawing, still belong to a person.Leaves withA use they hadn’t considered, tied to their own work, and a first attempt to make.Explore the talk 03The Human Bottleneck: Why Good Technology Doesn’t Change WorkThe tools are in the firm. Billing by the hour, the partner model and busy season keep the work the same.Leaves withOne leadership behavior to change and a small experiment they can measure.Explore the talk 04Curiosity Is a Strategy: Keeping Your Experience Valuable When the Rules ChangeTest AI on internal and non-attest work, with the vetting and documentation the IRS guidance already asks for.Leaves withA 24-minute daily practice for finding what they’ve been missing, and a simple way to decide what’s worth keeping.Explore the talk
On stage

See Jordache in action

“Jordache, your presentation was energetic and highly informative. It gave me a new and positive view of AI and I look forward to using it more in the future!”
Anthony Luzzia, President
Right now

What accounting and consulting firms are facing.

Clients expect AI to change the bill, while the pipeline and the ownership of firms shift underneath them.

  • 82%

    Clients expect more

    Eighty-two percent of accounting firm leaders say AI has raised what clients expect. Eighty-one percent haven’t changed how they price because of it.

    Source: BILL survey of 207 firm leaders, late 2025

  • 3in 4

    Fees tied to results

    BCG says three-quarters of its biggest AI engagements now have fees tied to client results. McKinsey’s CEO says about a third of its revenue is.

    Source: WSJ, 2026; HBR IdeaCast, January 2026

  • 10of 20

    New owners

    By mid-2026, half of the 20 largest US accounting firms had or were taking private equity money.

    Source: CFO Brew, June 2026, citing WSJ

  • 40+

    A different pipeline

    More than 40 states have now added a path to the CPA license that doesn’t require a fifth year of school. It trades the extra year for more experience.

    Source: AICPA/NASBA model law, May 2025; CFO Dive tracker

Jordache Johnson in a magenta blazer giving a keynote to a full room

How Jordache sees it

Jordache’s view: AI cuts the hours it takes to deliver expertise, so every firm has to decide how much of that value it keeps and how much goes to the client.

The profession already ranks this first. The AICPA’s own 2026 survey of firms put managing change from technology and AI as the number one issue for the next five years, for firms of every size (AICPA PCPS, June 2026). Pricing and the partner model decide most of what happens next. When the hours fall and the bill stays the same, clients notice, and in tax work the IRS has already said where the savings should go (see the rules below).

18%

Only 18% of professionals say their organization tracks the return on its AI (Thomson Reuters, 2026). So the talks stay practical: a few uses your people can test on their own work, inside the rules your firm already follows. Then measure what you try.

Who it’s for

Leaders and teams at firms that sell expertise: accounting and CPA firms, consulting firms, and engineering and architecture firms.

Your room

  • Managing partners and firm CEOs
  • Executive committees and COOs
  • Chief innovation and talent officers
  • Audit, tax and advisory practice leaders
  • Client accounting services leaders
  • Partners and managers
  • Principals and senior managers
  • Seniors and staff accountants
  • Tax preparers
  • Auditors
  • Consultants and analysts
  • Project engineers and designers

In smaller firms, the owner often does the work too.

Your event

  • Firm partner meetings and retreats
  • Firm-wide annual meetings
  • New-manager and new-partner programs
  • State CPA society conferences
  • Firm alliance and network conferences
  • Engineering association conventions
  • Consulting practice offsites

Formats

60 to 90 minKeynoteFor partner meetings, firm annual meetings and association conferences.
90 minVirtual educationFor firms with several offices and people who can’t travel.
1.5 to 3 hrsHands-on workshopFor partners and their teams who want to try AI on their own work.
SeriesBefore, during, afterVirtual sessions before the event, the keynote on the day, a follow-up webinar after.
The rules

The rules in your world.

The AI rules your firm already works within, in plain words. Jordache builds the talk with them in view. As of October 2026. General education from a non-lawyer, not legal advice or a substitute for the advice of an attorney. Confirm with your counsel.

Tax practice

  • In June 2026 the IRS Office of Professional Responsibility told practitioners to use only secure, enterprise-approved AI with client data, and to vet and document the tools they use.
  • The same IRS guidance says that when AI saves time, the savings should be passed on openly and credited to the client.
  • Tax preparers generally can’t use or share a client’s return information for anything beyond preparing the return without signed consent. Dropping it into an unsecured AI tool is how that goes wrong.

Audit

  • The PCAOB hasn’t written an AI rule. Its staff reported in 2024 that auditors’ responsibilities haven’t changed, and it lists AI guidance as planned.
  • The PCAOB’s new quality control standard takes effect in December 2026.

Engineering and architecture

  • The engineering licensing boards’ national council (NCEES) said in 2025 that licensees “retain ultimate responsibility” and “must not use AI to practice outside of their professional competency.”
  • A licensed practitioner seals and takes legal responsibility for technical submissions, AI or not (NCARB, updated April 2026).

Consulting

  • Most consulting work has no licensing rule on AI, so the client contract usually sets the terms.

If your firm has private equity investment

  • The AICPA’s independence rules for PE-backed firms are being rewritten (first draft December 2025; a second draft was under discussion as of August 2026). Since February 2026, peer reviews of those firms are run centrally by the AICPA’s National Peer Review Committee.

Recording and records

  • Recording laws vary by state, and some require everyone in the conversation to agree. Treat an AI notetaker as recording.
  • AI transcripts, summaries and prompts can come out in a lawsuit. Once a lawsuit is reasonably foreseeable, the relevant ones have to be preserved.

Related industries

Questions planners ask.

Who is a good AI keynote speaker for an accounting or consulting firm conference?

Jordache Johnson’s talks help accounting, consulting, engineering and architecture firms hand AI the routine hours while professional judgment stays with people. He also covers pricing pressure and the rules on client data, including the IRS guidance on AI in tax practice.

What are practical AI uses for a CPA firm?

Common examples are tax research and memo drafting, pulling data from tax organizers and bank statements, researching accounting and auditing guidance, and first drafts of engagement letters and proposals, with a person reviewing every output. Six in ten tax professionals in one 2026 survey use AI for tax research every week, up from a third a year earlier (Blue J and CPA.com, June 2026). With client data, the IRS says to use only secure, enterprise-approved AI and to vet and document the tools. As of October 2026. General education, not a substitute for the advice of an attorney; confirm with your counsel.

Can we put client tax returns into an AI tool?

Tax preparers generally can’t use or share a client’s return information for anything beyond preparing the return without signed consent. Dropping it into an unsecured AI tool is how that goes wrong. In June 2026 the IRS Office of Professional Responsibility told practitioners to use only secure, enterprise-approved AI with client data, and to vet and document the tools they use. As of October 2026. General education, not a substitute for the advice of an attorney; confirm with your counsel.

What does the PCAOB expect when auditors use AI?

The PCAOB hasn’t written an AI rule. Its staff reported in 2024 that auditors’ responsibilities haven’t changed, and it lists AI guidance as planned. The PCAOB’s new quality control standard takes effect in December 2026. As of October 2026. General education, not a substitute for the advice of an attorney; confirm with your counsel.

If AI cuts our hours, how should we price our work?

That’s each firm’s decision, and the talk puts the evidence on the table. Eighty-two percent of accounting firm leaders say AI has raised what clients expect. Eighty-one percent haven’t changed how they price because of it (BILL survey of 207 firm leaders, late 2025). IRS guidance says that when AI saves time, the savings should be passed on openly and credited to the client (OPR Issue 2026-19). In consulting, BCG says three-quarters of its biggest AI engagements now have fees tied to client results (WSJ, 2026). As of October 2026. General education, not a substitute for the advice of an attorney; confirm with your counsel.

Can engineers and architects seal work that AI helped produce?

The guidance so far treats AI as a tool and keeps full responsibility with the licensed person who seals the work. The engineering licensing boards’ national council (NCEES) said in 2025 that licensees “retain ultimate responsibility,” and it has asked state boards to develop their own guidelines or rules. The Texas Board of Professional Engineers and Land Surveyors said in November 2024 that AI software is a tool and licensees remain responsible for what they sign and seal (Policy Advisory Opinion Request No. 71). A licensed practitioner seals and takes legal responsibility for technical submissions, AI or not (NCARB, updated April 2026). As of October 2026. General education, not a substitute for the advice of an attorney; confirm with your counsel.

Can the talk be customized, delivered virtually, or run as a series?

Yes. Jordache builds every talk around your audience’s roles and examples. It can run in person or virtually as a keynote, a hands-on workshop, or both, or as a series of sessions before and after your event.

What does it cost to book Jordache?

It depends on the format, the length and travel. Book a call and we’ll talk through your event.

Book Jordache for your partner meeting, firm retreat, firm-wide annual meeting or CPA society conference.

For managing partners and firm leaders who want to use AI in their own work first: Executive AI Advisory