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Embedded. Enabled. Evolved: How AI, Talent, and Trust Are Rewriting the Rules of Growth

Rob Sena
June 27, 2025

After an unforgettable few days in Las Vegas, our team left ENGAGE25 feeling inspired, energized, and filled with fresh perspectives. The AICPA team once again delivered an extraordinary event – bringing together a vibrant community of thought leaders, practitioners, and innovators. At JDA TSG, we’re walking away with insights that will shape how we support our clients and grow as a strategic partner in the years ahead.  

How “Human in the Loop” AI Is Landing Powerfully

At JDA, we view AI not as a replacement, but as a force multiplier – one that enhances our ability to scale, adapt, and meet evolving client needs.  The CPA.com 2025 AI in Accounting Report made one point clear: AI is no longer an experiment – it’s a strategic imperative. Rather than sidelining professionals, AI is amplifying human performance.  

Human-in-the-loop systems – where AI handles repetitive work and humans review, correct, and enhance outcomes – are becoming the standard for scalable, high-stakes workflows like tax, audit, and client advisory.  

This is where JDA shines. We embed sophisticated, AI-enabled professionals who think critically, adapt rapidly, and elevate client outcomes. Our teams plug directly into clients’ workflows and culture – delivering one seamless customer experience and tapping into AI as a tool, not a crutch. 

In a world where AI handles more of the “how,” JDA focuses on the “why”— helping clients scale seamlessly with their needs.  

Rethinking Talent Evaluation: Behavioral Insights in Hiring 

Beyond credentials and experience, it’s about how candidates perform under pressure, communicate, and align with client-facing roles. 

At JDA, we’re already incorporating these insights into our approach: The JDA Way. Our approach to sourcing, training, and retaining top talent. We’re implementing processes to incorporate how AI can help us screen soft skills and identify early indicators of long-term fit for attrition risk. 

The Missed Opportunity of Support Outsourcing 

Another standout takeaway came from our conversations with leaders across fast-growing companies in FinTech and SaaS. Many are still managing all their support operations in-house. 

Outsourcing isn’t just about cost savings – it’s a strategic lever for growth. According to Deloitte’s 2022 Global Outsourcing Survey, 62% of executives cited service quality and performance as top concerns. But with the right partner, outsourcing becomes an opportunity to extend your team – not dilute it. 

For us at JDA TSG, it was a timely reminder that part of our value lies in helping companies see that opportunity. We’re not just providing support services – we’re offering a path to sustainable, scalable success through trusted partnerships. 

Final Thoughts:  Talent + Tools=Better Outcomes 

At ENGAGE25 the big takeaway wasn’t just the pace of innovation – it was the direction it’s heading. In finance and professional services, success won’t come from innovation alone, but from the balanced integration of people and technology. The most forward-thinking firms combine high-performing talent with advanced tools to drive smarter, faster, and more meaningful results. At JDA, this is exactly how we operate. From reimaging hiring models to embedding seamlessly with client teams and leading the charge on AI-enabled talent strategies, we’re building solutions that scale with confidence – and deliver real impact where it counts.  

Interested in learning how we can help you reach your business goals in 2025? Reach out and our team will be in touch.



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