Course Description

This course examines how artificial intelligence is transforming professional services through insights from Jack Newton, CEO of Clio, a global leader in legal technology. Drawing from his experience guiding lawyers through both cloud and AI adoption, Newton shares practical lessons that apply directly to CPAs facing similar technological disruption. The course explores the critical balance between leveraging AI's efficiency benefits while maintaining professional responsibility and judgment.

Through real-world examples from the legal profession, participants will learn how early adopters gain competitive advantages, why AI requires a fundamentally different mental model than traditional tools, and how to build trust in AI through incremental adoption. The course addresses the bifurcation happening in professional services between those embracing AI and those resisting change, providing actionable strategies for CPAs to avoid being left behind while maintaining ethical standards and client trust.

Learning Objectives

  1. Identify the risks and responsibilities of using AI in professional practice, including the requirement to verify AI outputs and maintain professional judgment
  2. Distinguish between AI and traditional technology tools by recognizing how large language models differ from deterministic systems like Google or spreadsheets
  3. Apply incremental adoption strategies for AI implementation using low-stakes applications to build trust and competency


Instructors

Garth Sheriff, CPA, CA, CPA (Illinois), CIA, CGMA, MAcc, is the founder of Sheriff Consulting. Sheriff Consulting provides continuing professional experience (CPE) courses in leadership, communication, and assurance. Garth has worked as an assurance professional and learning provider for over 20 years. Garth has also acted in various stage and film productions. He is a graduate in improvisation from The Second City and a member of ACTRA (the Alliance of Canadian Cinema, Television and Radio Artists).

Jack Newton is the CEO and co-founder of Clio, the global leader in legal technology. As an experienced business leader, technologist, and entrepreneur, Jack has propelled Clio to the forefront of the industry, shaping the future of how legal professionals work. Since launching Clio in 2008, he has guided the company's growth from serving solo practitioners to law firms ranging from one to 2,000 lawyers through the acquisition of ShareDo. Jack has been instrumental in helping law firms transition to cloud-based practice management and is now leading Clio's integration of AI into legal workflows.

NASBA Program Information

Course Title: AI Lessons from Clio CEO, Jack Newt

Estimated Total CPE: 1.0

Field(s) of Study: Information Technology

Delivery Method: QAS Self-Study

Program Level: Basic

Prerequisites/Advanced Preparation: None

Date of Last Program Review/Update:  June 18, 2025

Refund Policy/Complaint Resolution Policy: Our policies can be found in our FAQ

Registration & Attendance: To register for this course, please click the "Enroll Now" button. Full attendance and completion of all course materials are required to receive CPE credit.

Course curriculum

    1. Instructions for QAS Self-Study

    2. Course Overview

    1. Video: Interview with Clio CEO, Jack Newton

    1. Let's Review!

    2. Review Question 1

    3. Review Question 2

    4. Review Question 3

    1. AI Lessons Assessment

About this course

  • $75.00
  • 8 lessons
  • 0.5 hours of video content

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