AI speaker, accountancy and professional services

AI Speaker for Accountancy and Professional Services Firms

Help partners and teams see which routine work to hand to AI, and how to keep clients' information safe while they do it.

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The short answer

Sabrina Stocker is a UK AI speaker for accountancy and professional services firms. She speaks to partners, managers and teams about handing AI the routine work, with checking and confidentiality built into the method, and builds a real business's first AI workforce live on the big screen so the room sees the process, including what stays out of it.

AI speaker for small businesses · Speaking · Live builds · Reviews

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The room

People whose product is judgement.

Accountancy and professional services rooms are full of people whose product is judgement and whose diaries are full of routine writing, chasing and summarising. They are also, rightly, cautious. Clients trust them with confidential information, regulators have views, and a mistake with a client's work has a cost.

A talk for this room has to respect that. The aim is not to hand over judgement. It is to show which routine jobs are reasonable to give AI, how to check its work, and what stays out of public AI tools. Sabrina runs Two Comma PR on a small team and 27 AI agents, so she speaks as someone who has had to make those decisions.

First jobs

Three jobs firms tend to hand over first.

Examples of the work a room like this often hands to AI first. They show the kind of job to start with, not a promise of what any one business will get.

Chasing and client emails

Routine emails asking for missing documents, confirming deadlines and explaining what happens next. AI drafts them in the firm's tone, and a person reviews before sending.

Summaries of long documents

Guidance, legislation updates and lengthy client papers can be reduced to a short brief for the team, with the original always at hand for checking.

First drafts of proposals and letters

Engagement letters, proposals and routine advice letters follow a pattern. AI can produce a first draft from the firm's own templates, for a professional to finish.

Which talk fits

The talk that fits a firm event.

Talk 01

Your AI Workforce: Make Money, Save Money, Save Time

Talk one suits a firm because it answers three questions partners already ask: where does the firm earn more, where does it spend less, and where do people get time back. It treats AI as staff who are supervised, which matches how firms already work, and it fits a conference or partner-day programme slot.

What the room leaves with: a list of the first jobs to hand to AI, and the order to do them in.

See all three talks

The live build

A sample firm, built on sample material.

For a professional services room, the volunteer pitches their practice and Sabrina builds an agent for one routine job, such as drafting a document-chasing email, using made-up sample material instead of real client files. That keeps confidential information off the screen and shows the room how to test an AI safely first.

She builds in the open, including the review step: what the agent produced, what a professional would change, and the instruction she adds so it does better next time. The room sees AI supervised like a junior colleague.

Proof

Sabrina has spoken at Mindvalley's 1 Billion Summit in Dubai and at Mindvalley in Tallinn, on a House of Lords panel on AI and entrepreneurship in May 2026, and at Google and Microsoft. She has run AI Profits rooms in Peterborough, and Mindvalley rates her 4.9 out of 5 as an instructor.

"This class was the best! Something clicked today."Attendee, live AI build session

Questions

AI Speaker for Accountancy and Professional Services Firms: your questions answered.

How does the session deal with client confidentiality?

It names plainly what should never go into a public AI tool, and shows how to test with sample material. The live build uses made-up examples, not client files. Firms should still follow their own policies and regulator guidance.

Does it suit a partners' away day?

Yes. The talk and live build can run as a keynote at a firm event, or the workshop format can have teams build along. The organiser chooses whether the focus is the partners' decisions or the teams' daily work.

Will she tell us what to hand to AI and what to keep?

She gives a way to decide, not a rulebook. Routine writing, chasing and summarising are the usual first jobs, while judgement and advice stay with people. Each firm applies it to its own appetite for risk.

Can she speak at an accountancy body or network event?

Yes. The session suits member events run by accountancy bodies, networks and professional associations, and the examples can come from the audience's own routine work.

Does the room need to be technical?

No. The build is in plain English on the big screen and nobody needs to code. Technical staff see a method they can extend, and non-technical staff see that they can start.

Speaking for your sector

This page is part of a set for different audiences. Start with the overview, AI speaker for small businesses, or see speaking for the talks, formats and how to book.

Chambers of commerce · Trade associations · Franchise networks · Property and investor events · AI workshop facilitator · London, Cambridge, Peterborough

Speaking enquiries

Tell me about your event.

One line is plenty. Or email bookings@sabrinastocker.com.

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