AI Agents in Practice: Accounting, Tax & Corporate Secretarial
CSPN × Daisy Accountants x Nexius Labs
Sponsored by Quickbooks & CFGI
21 April · 2:00pm – 6:00pm (arrival from 1:30pm)
Singapore
AI is no longer theoretical for corporate service firms — it is already being deployed inside real workflows.
This session will focus on battle-tested use cases from Nexius Labs, covering how AI agents — including OpenClaw — are being used across accounting, tax, and corporate secretarial functions.
What This Session Covers
How AI agents are being applied in real firm environments
Practical use cases across bookkeeping, tax workflows, and corporate secretarial processes
How OpenClaw is used to orchestrate multi-step workflows
Where AI delivers measurable efficiency — and where it does not
Implementation constraints, trade-offs, and lessons learned
Selected workflow demonstrations will be included to illustrate how these systems operate in practice.
Format
Arrival 1:30pm to 2:00pm
Registration, and curated networking 2:00pm to 2:30pm
Opening & official launch 2:30pm to 2:50pm
----
QuickBooks demo & sharing 2:50pm to 3:05pm
Speaker: Lily Tan
(https://www.linkedin.com/in/lily-tan-dr-fcca-9221387/)
Practical perspectives on how digital tools are being used inside modern accounting and finance workflows
A look at where platforms like QuickBooks can support efficiency, visibility, and day-to-day execution
Reflections on how firms can think about workflow integration alongside broader transformation efforts
-----
CFGI sharing 3:05pm to 3:15pm
Speaker: Alex Chiang
(https://www.linkedin.com/in/alexxchiang/)
CFGI Singapore practitioner sharing
How stronger collaboration between CSPs, accounting, tax and compliance practitioners can create better outcomes for growth companies, especially those moving into US-facing CFO, M&A and capital markets conversations.
-----
3:15pm to 4:00pm
Speaker: Darryl Wong
(https://www.linkedin.com/in/darrylwongdq/)
Nexius Labs + Daisy Accountants practitioner segment
Real use cases across bookkeeping, tax, and corp sec
What is actually working in practice
Constraints, lessons learnt, and trade-offs
OpenClaw + workflow demonstrations
Multi-step workflow orchestration
Selected demos
Examples of measurable efficiency gains
Where AI helps and where it still falls short
4:00pm to 4:30pm
AMA / moderated discussion
Audience Q&A
Interactive discussion
Operator-level questions from founders, partners, and senior leaders
4:30pm to 5:00pm
Closing, group photo, and sponsor appreciation
Final remarks
Sponsor appreciation
Group photo
5:00pm to 6:00pm
Extended networking
Informal mingling
Follow-up conversations with speakers, sponsors, and attendees
Relationship-building and potential collaboration discussions
Who This Is For
Attendance is curated:
Founders, Managing Directors, and Partners of accounting, tax, audit, and corporate secretarial firms
CFOs and senior finance leaders
Heads of operations, transformation, or workflow improvement
Selected senior ecosystem partners supporting the sector
Important Notes
Closed-door session (Chatham House principles apply)
No recording
No sales, pitching, or product promotion
This session is intended for practitioners who want to understand what is actually working in practice — not what is being marketed.
Media and marketing notice
By registering for this event, you acknowledge and agree that:
Event photos and/or short video clips may be taken during the session for CSPN/CSP Community communications (e.g., event recap posts, community updates, website/social channels).
Given the closed-door nature of the forum and the Chatham House Rule, any media captured will be general and non-attributable, and will not include identifiable quotes or sensitive discussion content.
If you prefer not to be photographed or recorded, please inform the organisers upon arrival. We will make reasonable efforts to accommodate your preference (e.g., seating guidance and exclusion from group shots where practicable).
CSPN may use your registration details to send event-related updates. You may unsubscribe at any time.