AI 101 for CPAs: Core Concepts and Practical Applications
Online
2.00 Credits
Member Price $89.00
Non-Member Price $124.00
Overview
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).
Highlights
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
Designed For
Anyone working in accounting, tax or finance who wants to gain better understanding of what AI is and how it can be applied
Prerequisites
None
Preparation
None
Notice
You will receive an email from CPA Crossings via Webex with instructions to access the webinar.
Leader(s):
Leader Bios
John Higgins, Higgins Advisory, LLC
John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation. John believes that the key to success today, and in the future, lies in leveraging the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience, founding two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm as well as a technology advisory practice leader partner in a national CPA firm.
As a nationally recognized thought leader, John shares his expertise as a strategic advisor and speaker on accounting technology through coaching and speaking engagements. His primary contribution to the CPA profession is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Non-Member Price $124.00
Member Price $89.00