AI 101 for CPAs: Core Concepts and Practical Applications
Online
2.00 Credits
Member Price $89.00
Non-Member Price $119.00
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.
Objectives
- 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
- ABC's of how generative AI tools (e.g. ChatGPT, Copilot, 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
To access this webinar, login to your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming, and click the launch button from the bottom of the course listing.
This event is part of the following bundles:
The AI Advantage for CPAs: An 8-Part Hands-on Series on Practical AI Applications, Responsble AI, and Emerging Technologies
Up to 16.00 Credits
Member Price: $529
Artificial intelligence is transforming the accounting profession, creating new opportunities to improve productivity, enhance client service, strengthen decision-making, and deliver greater value. Designed specifically for CPAs and accounting professionals, this comprehensive eight-part webinar series provides practical, hands-on guidance to help participants confidently navigate the rapidly evolving AI landscape and integrate AI into daily workflows.Led by nationally recognized technology thought leader John H. Higgins, CPA, CITP, the series explores the technologies, tools, and strategies that are reshaping accounting, tax, finance, and advisory services. Participants will build a strong foundation in AI concepts, learn best practices for responsible and ethical AI use, discover emerging innovations such as agentic AI, and gain practical experience with leading AI platforms through interactive bootcamp-style sessions.Whether you're just beginning your AI journey or looking to expand your organization's capabilities, you'll leave each session with actionable insights, real-world applications, and a roadmap for leveraging AI to work smarter, serve clients more effectively, and prepare for the future of the profession. Save more than 25% when you register for the series!
Leader(s):
Leader Bios
John Higgins, CPA.CITP, 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 $119.00
Member Price $89.00