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AI for Legal & Accounting Professionals
DRAFT The 2030 Career Audit & Roadmap (July)
Join me in July for a workshop on Custom GPTs and Future Proofing your international tax practice
Last edited 43 days ago by Christine Dahl.
📌 Why We’re Doing a 2030 Career Audit
In every profession — law, tax, advisory, creative — we’re feeling the early tremors of deep change. AI isn’t just a tool; it’s a shift in how value gets created and delivered.
What used to take deep expertise and hours of effort can now be done in seconds. But:
The machine doesn’t know what matters. That’s still your job — to interpret, decide, and lead.
This audit is not about replacing you. It’s about:
🧩 What We Know (Based on Current Trends)
These are some signals we can no longer ignore:
💡 The Opportunity
If you’re a professional with deep experience, you are not obsolete. But your methods might be.
This audit helps you:
You don’t need to change everything. You just need to change the leverage — and that starts with clarity.
Career Audit Session Overview
This session offers a guided reflection designed specifically for experienced professionals navigating today's rapidly evolving workplace.
For many of us with decades of experience, the current AI transformation feels unprecedented—different from previous waves of digitization or globalization we've weathered.
If you're here, it's not because you're behind; it's because you're an excellent learner who has consistently grown and adapted throughout your career. This audit isn't a tech demonstration or assessment of what you lack. Instead, it's a thoughtful examination of your existing skills, systems, and direction through the lens of someone looking ahead from 2030. You'll respond to carefully crafted questions at your own pace, receiving insight rather than judgment from an AI tool designed to help you see both what might be evolving in your field and, more importantly, where you hold unique, irreplaceable value.
The goal isn't to become someone else, but to become more authentically yourself in a way that thrives in tomorrow's professional landscape. There are no wrong answers, no time pressure, and no grading—just space to think with greater distance and vision about your path forward.
🖼️ Mini Slide: Closing Reflection Prompts
Use this as your final visual — simple, powerful, and take-home-ready:
🙏 What I’m Taking With Me
Prompt
Purpose
🔁 Something I want to let go of
Acknowledge what’s fading or no longer serving you
🌱 Something I want to grow into
Highlight where your future self is leaning
⚙️ Something I’ll experiment with in the next 30 days
Commit to one small, specific action
There are no rows in this table
“You don’t need a plan, just a direction and the courage to step.”
🌐 Public Coda Template Structure
Here’s the outline of a Coda doc you can share publicly. It includes embedded links, instructions, reflection spaces, and a call to action.
📄 Template Outline
I can generate a Markdown export of this template you can paste into Coda quickly — complete with headings, tables, and placeholder links/QR. Let me know if you’d like that now.
And yes — a public Coda doc is within reach in minutes. Want me to build the Markdown scaffold for you?
WORK IN PROGRESS FOR CUSTOM GPT
Optimization summary
Suggested improvements
• Consider formatting the intake questions into a clearly numbered or bulleted list for quicker scanning.
• Add a brief onboarding or welcome sentence to set the tone at the start of the audit process.
• Specify how follow-up questions are handled if the user provides unclear or incomplete answers.
• Clarify if there are any guidelines for the length/detail of user responses to each question.
• Suggest including a closing remark or next step after presenting the audit results to encourage ongoing engagement.
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