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Webinar

Solving Accounting's Biggest Challenges with AI: Suralink’s Perspective

Wednesday, August 27, 2025

10:00 AM EST

1 hour

Join us on July 10th for an insightful webinar featuring Suralink’s Chief Product Officer, Jared Haleck, as he delves into the transformative power of AI for the accounting industry. This session will explore why AI is a crucial solution for the challenges accountants face today, and how you can seamlessly integrate it into your firm's workflow to unlock greater efficiencies. Jared will also provide a glimpse into Suralink's roadmap, highlighting the integral role AI plays in the platform's evolution.

In this webinar, you’ll learn:
Why AI is a crucial and logical solution for the accounting industry given the challenges it currently faces.
How AI can be integrated into a firm's workflow to significantly reduce manual effort, enhance accuracy, and streamline audits, thereby freeing up human expertise for high-value activities.
How Suralink leverages AI to automate repetitive tasks and where AI fits into Suralink's future product roadmap.
CPE Credit(s): 1 Field of Study: Information Technology Instructional Delivery Method: Group Internet Based Level: Basic Prerequisite: None Advanced Preparation: None

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Speaker(s)

Jared Haleck

Chief Product Officer, Suralink
Jared is the Chief Product Officer at Suralink. He has a strong record of leadership in the SaaS industry, where he has consistently driven innovation and strategic growth across multiple product lines. With over two decades of experience, Jared has a proven ability to guide product teams in delivering impactful solutions that resonate with the market.

Before joining Suralink, Jared served as Chief Product Officer at Kantata, where he played a key role in unifying product vision and strategy following a major merger. His leadership was instrumental in enhancing customer retention and expanding the company’s product offerings, with a particular focus on integrating generative AI to advance the company’s strategic goals.

Prior to his tenure at Kantata, Jared was Chief Product Officer at Mavenlink. There, he spearheaded significant transformations in product strategy, contributing to the company’s position as a leader in resource management technology. Jared’s time at Insidesales.com further showcased his expertise, where he led the development of cutting-edge sales technologies that have become industry standards for remote B2B sellers.

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NASBA Disclaimers
Suralink is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Registry ID #: xxxxxx)*. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Webinars
Certain Suralink webinars may be eligible for NASBA CPE credit as indicated at the time of registration. Please refer to the applicable registration page for more details. In order to receive CPE credit, attendees must meet the eligibility requirements below.

Eligibility requirements for all webinars (or Group Internet-Based programs, as defined by NASBA) are as follows: Certificates will be provided within 60 days of course completion. Participants are responsible for providing accurate information during registration and for participating in the entire webinar. Failure to meet these requirements may impact credit eligibility.
Eligibility Requirements for 1 CPE credit:
Length of Webcast: 60 minutes
Minimum Viewing Time: 50 minutes
Minimum Polling Questions Answered: Three

For more information regarding webinar refund, complaint and program cancellation policies, please contact: webinars@suralink.com

ABOUT SURALINK

Suralink's open platform is leveraged by more than 800,000 users worldwide.

Suralink is the leading client collaboration platform for today’s accountants. Our secure platform centralizes request and document management, improves visibility and accountability, and ensures teams and clients stay aligned on engagement progress. Suralink brings request management and workpaper preparation into one connected platform—helping firms improve realization, reduce budget overruns, and streamline every step of the engagement process.With enterprise-grade security and an easy-to-use interface, Suralink's award-winning client interaction portal helps firms increase efficiency and improve their relationships with their clients.