Leading firms into the future with a roadmap for AI-enabled growth

Firms face rising client demands, stronger regulatory pressure, and a shrinking talent pipeline while AI adoption accelerates. Many want to act, but without a clear roadmap, progress slows, teams feel stretched, and tools do not work together.

The six levels of the AI Maturity Framework give firms a path forward. Built with industry leaders, it shows how to adopt AI responsibly, scale with intent, and prepare for the future of the profession.

What You'll Take Away 

• How to identify your current level of AI maturity and set priorities that support responsible adoption rooted in trust, oversight, and client expectations
• How AI improves capacity, quality, and practitioner effectiveness and how this shapes team structure, workflows, and leadership roles
• How to build a practical roadmap that aligns strategy, technology, and firm wide execution for sustainable adoption

Why it Matters

By putting AI in service of human expertise, firms can expand capacity, improve quality, strengthen practitioners, and deliver the insight clients expect. This creates a future where human judgment, client trust, and AI work together.