Date/Time
11/3/2026
1:30 PM - 3:30 PM Central
Course Registration
Member: $89.00
Non-Member: $109.00
Credits
2 Credits
Event Type(s)
Webinars
Event Description
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean, and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:
After attending this presentation, you will be able to...
Identify core AI concepts (generative AI, large language models, agentic AI) relevant to accounting and finance.
Differentiate common CPA/CFO use cases (e.g., research, content generation, data/document analysis).
Evaluate key risks (hallucinations, bias, confidentiality, and select mitigating controls).

Instructor:
John Higgins, CPA.CITP

Fields of Study:
Information Technology

Major Topics:

The major topics that will be covered in this course include:

  • ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work
  • What inherent risks are associated with this powerful technology
  • Actionable steps you can take to mitigate the risks
  • Practical examples of how AI can be applied in accounting, auditing, tax, and finance services
Location
Webinar
Outlook/vCalendar/Google
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