The capacity advantage: How AI changes the operating model

What changes when agents become part of the engagement.

AI’s biggest impact on firms isn’t a faster task. It’s a different way to deliver the work: connecting client requests, evidence, preparation, review, and judgment in one workflow. Antonina McAvoy, Partner, Cyber & Risk Advisory Services at PBMares, LLP, joins John Coursen, Head of Audit at Fieldguide, to explore what firms can do with the capacity AI creates—and how to build an operating model that improves the work, not just its speed.

In this session you'll see:

• How agentic workflows change capacity, leverage, and the way firms deliver engagements.

• Where AI can reduce handoffs and surface missing information or exceptions sooner, for both practitioners and clients.

• Why professionals must still evaluate evidence, resolve exceptions, and own the final judgment.

• How to develop junior professionals when agents take on more of the preparation work—and what to ask vendors about security, permissions, and oversight.

• Live demo

See Fieldguide’s agents support a user-access provisioning test: giving a client immediate feedback on a mismatched document, preparing the evidence review, and flagging exceptions for an auditor to investigate and conclude on.