Weaver

Edgefield helped us move faster without adding noise, accelerating AI adoption while staying grounded in our operational realities, risk posture, and governance standards.

David Rook

COO

CHALLENGE

Weaver, a Top 30 CPA firm, recognized that artificial intelligence (AI) would be foundational to the firm’s ability to scale, remain competitive, and continue delivering differentiated client value. While Weaver had already begun experimenting with AI tools as an early adopter, the executive team saw the below areas of opportunities to move from experimentation to sustained, firmwide impact:

Building Firm-Wide AI Literacy : Upskilling employees systematically and consistently to confidently use AI tools in day-to-day work.
Strategic Alignment : Ensuring AI initiatives were consistent with firmwide goals and data security and governance standards.
Driving Leadership Engagement : Inspiring over 200 global partners to champion AI adoption.

Edgefield advised on how to scale AI knowledge systematically across the firm, not just among the most technology-forward teams. The momentum from the Partner Retreat AI Keynote that Ellen led along with myself and Robert (CIO) jump-started a a firmwide foundation of AI adoption that we could continue to build on.

Brett Nabors

Partner

SOLUTION

Edgefield Group delivered a multi-faceted engagement designed to accelerate AI adoption through three pillars.

AI Advisory

Conducted advisory sessions with Weaver leadership to refine priorities and troubleshoot adoption barriers.
Suggested best practices, gained from Edgefield’s extensive work with CPA firms, for AI governance, change management, and security policies.

AI Training: AI Foundations Program

Delivered hands-on training for Weaver’s AI Use Case Group, focusing on practical and high-value applications of Microsoft Copilot.
Provided enablement materials and post-training advice, including on a scalable Train-the-Trainer model.

Keynote at Annual Partner Retreat

Presented a customized keynote at Weaver’s Partner Retreat, attended by over 200 partners.
Provided guidance, inspiration, and clarity around AI to empower partners to lead their teams toward becoming an AI-native firm.

Edgefield’s guidance helped us build out high-value use cases and avoid months of trial-and-error. They helped address real employee concerns and reservations around using AI, ensuring that our employees have pathways for using AI securely and confidently.

Robert Neill

CIO

RESULTS

With Edgefield Group’s engagement, Weaver was able to  accelerate its AI adoption efforts, moving faster and with greater alignment than would have been possible through internal experimentation alone.

Accelerated Firmwide AI Literacy: Weaver rapidly upskilled its AI Use Case Group on practical, high‑value applications of Microsoft Copilot, compressing learning cycles and creating momentum.
Faster Strategic Alignment and Governance: Edgefield’s advisory support helped Weaver more quickly align AI initiatives with firmwide priorities, security expectations, and governance standards, enabling responsible experimentation at speed.
Rapid Leadership Mobilization: The open conversation and guidance from Ellen Choi at the Partner Retreat keynote session enabled speeding up buy‑in and laying the foundations for faster downstream adoption across service lines.

“Edgefield advised on how to scale AI knowledge systematically across the firm, not just among the most technology-forward teams. The momentum from the Partner Retreat AI Keynote that Ellen led along with myself and Robert (CIO) jump-started a a firmwide foundation of AI adoption that we could continue to build on.”

Brett Nabors

Partner

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