SC.CPA AI Mastermind

Thank you for participating in the SC.CPA AI Mastermind. This quick questionnaire will help tailor the experience to your goals, comfort level, and interests. We’ll share a group snapshot during our first session to guide discussions and connections.

Name

First Last

Title/Role

Company/Organization

Sector

Public Accounting (Local/Small Firm)

Public Accounting (Medium/Large Firm)

Corporate Finance

Government/Not-For-Profit

Other

Team/Department Size

Just me

2-5

6-10

11-15

16+

Firm/Organization Size

Just me

2-5

6-10

11-15

16+

How would you rate your current familiarity with AI tools (e.g., ChatGPT, Copilot, Gemini)?

Very familiar – I use them regularly

Somewhat familiar – I’ve tried them a few times

Heard of them – but haven’t used them

Not familiar

How would you describe your company's culture/approach to engaging with AI?

All in

Cautious approach: we see benefits and also have concerns

Understanding we need to engage and unsure where to start

Concerned and resistant

How have you used AI in your work?

What's your hallmark AI use case?

What have you done with AI that you’re most excited to share with others?

What excites you about AI?

What are one or two use cases you're looking forward to exploring?

Help us understand your concerns (if any) regarding AI in the workplace.

What are your personal goals for the Mastermind?

1300 12th Street, Suite D

Cayce, SC 29033

803.791.4181

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