What's Next Webinar Header with Feet Walking Up Stairs

What's Next Webinar: From AI-Ready to AI-Powered: The Executive Roadmap 

Tuesday, September 22, 2026
11 a.m. - Noon, ET

AI adoption is accelerating across middle-market organizations, often before leadership has established a coordinated strategy. In this C-suite-focused discussion, RKL expert advisors will explore how executives can move from informal experimentation to an intentional AI approach that aligns business opportunities with measurable value, technology readiness, financial discipline, security, and governance. Attendees will gain practical insights to help evaluate current AI use, prioritize potential investments, and determine an implementation path suited to their organization’s needs and maturity.

Join us for a timely, practical conversation on:

  • Assessing your organization’s current AI use, readiness, data practices, systems, and capabilities before selecting a tool or launching an initiative.
  • Identifying high-value AI use cases, evaluating the full investment required, and measuring returns such as increased capacity, faster decision-making, and reduced risk.
  • Establishing practical guardrails—including accountability, human review, security practices, and financial controls—to support responsible innovation.

Panelists:

  • Gretchen Naso, CVA, MBA, President, RKL Virtual Management Solutions
  • Walt Goodfield, Partner, Chief Business Officer, RKL eSolutions
  • Michael McAllister, CPA.CITP, CISA, Partner, IS Assurance & Advisory Services
  • Eric Wenger, CPA, MST, Lancaster Office Managing Partner, RKL LLP
Secure your spot now and earn one CPE credit (Information Technology). 


Attendees of this session will be able to:

  •  Understand your organization’s current AI use and readiness. 

  •  Prioritize business value and evaluate the full investment.

  •  Establish guardrails while creating a practical path forward.

     

Register for this Webinar

CPE INFORMATION

  • CPE: Earn one CPE credit (Information Technology). See course description above.
  • Cancellations: Cancellations outside of unforeseen circumstances are requested by September 21, 2026.
  • Due to this program being offered free of charge, there will be no refunds issued.
  • Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group Internet-Based 

For information regarding our complaint policy, contact RKL’s People Operations department at 717.394.5666. RKL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org.