Lunch & Learn: AI in Accounting
How Modern Accounting Firms Can Manage Multiple Clients, Improve Workflows, and Scale Practical Advisory with AI
Join fellow practitioners for a hands-on session on how AI is being used in finance, project management, and customer-facing workflows. This session is designed for accountants, firm owners, and finance professionals who want practical tools—not theory—to help them serve clients better and work more efficiently.
24 April 2026 | 10:00 AM - 1:00 PM
Golden Phoenix Hotel
Oceanaire Bldg., CBP D. Macapagal, Sunrise Dr, Pasay City, 1300 Metro Manila
Overview
Join us for an exclusive Lunch & Learn designed for accounting and finance professionals. Discover how AI is transforming accounting, enabling firms to streamline workflows, improve client service, and unlock new growth opportunities.
What you will learn
• AI use cases in accounting, finance, and client management
• Moving from compliance to advisory
• Managing multiple clients with digital tools
• Practical workflows used by real practitioners
Who should attend
• Accountants and CPAs
• Bookkeepers
• Firm owners and partners
• Finance professionals managing multiple clients
Agenda Highlights
• Practitioner-led sessions
• AI in Finance use cases
• Panel discussion
• Networking lunch
Agenda
• 10:00 AM - 10:10 AM Preliminaries
• 10:10 AM - 10:15 AM Cocordio Quisaot
• 10:15 AM - 10:30 AM Michael L. Aguirre
• 10:30 AM - 10:45 AM Randolf De Guzman
• 10:45 AM - 11:00 AM Sonny Bonilla
• 11:00 AM - 11:20 AM Winnie Leung
• 11:20 AM - 11:35 AM Michelle Suarez
• 11:35 AM - 12:00 PM Panel Discussion
• 12:00 PM - 1:00 PM Networking Lunch
Event Details
• 24 April 2026
• 10:00 AM - 1:00 PM
• Golden Phoenix Hotel, Oceanaire Bldg., CBP D. Macapagal, Sunrise Dr, Pasay City, 1300 Metro Manila
Why attend?
AI is transforming how accounting and finance professionals work. Join us for a hands-on Lunch & Learn session where you’ll get practical tools and real-world examples of how to leverage AI in your workflows. Whether you're managing multiple clients or scaling your firm’s advisory services, this session is designed to give you actionable insights and strategies to improve your work efficiency and client service.
Seats are limited—reserve your spot now!
Speaker Details
Michael L. Aguirre, CPA, MBA, MST
Senior Partner
UHY M.L. Aguirre & Co., CPAs
With vast experience in helping firms implement AI for better client management and advisory services.
Sonny Bonilla, CPA
Partner
S. S. Bonilla Accounting and Taxation Services
A practitioner focusing on the integration of AI in accounting workflows
Randolf De Guzman, CPA
Partner
De Guzman Pascual & Associates CPAs
Expert in AI-driven financial solutions and client advisory
Concon Quisaot, CPA
Senior Partner
Former PRBOA Examiner
Michelle Suarez
Accounting Supervisor – Systems Implementation
De Guzman Pascual & Associates CPAs
With expertise in systems implementation
Winnie Leung, MBA
Founder
WYNI Technology Limited
Financial services consultant specializing in systems and implementation.
Cleomelia Engcoy
Moderator
UHY M.L. Aguirre & Co., CPAs
Ms. Mariane Labonete
Emcee
WorkSync Opum Solutions Inc.
