A cautious CPA audience rated the four-hour session 4.4 out of 5.

The June 24, 2026 CPE session taught ROI over hype, the least-intrusive adoption ladder, and human control. The evaluation also identified exactly what should improve next.

The audience required useful caution, not hype

The four-hour CPE session was built for accountants, with a tax-focused audience and real client-data risk. The recurring rule was simple: AI is a tool, the professional stays in control, and client data never goes into a free tool.

The teaching method started with low-intrusion wins

The session used the ROI over Hype framework and a least-intrusive ladder. Start with free, zero-change improvements. Move toward larger tools and cost only after the basics work and the financial case is clear.

The aggregate evaluation

Thirty-seven people responded. Thirty-five were CPAs, representing 97% of the audience, and all were Pennsylvania licensed. Across eight dimensions, the session received a 4.4 out of 5 overall rating. Presenter knowledge and effectiveness scored 4.3 out of 5, with 19 of 35 respondents giving a perfect presenter score.

The first run also exposed the next improvements

Some attendees wanted more hands-on, accounting-specific examples beyond tax and tighter delivery. That signal is part of the case study, not something to hide. It gives the next version a concrete improvement target.