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AI 101 for CPAs: Core Concepts and Practical Applications

Friday, Oct. 23   10:00am - 11:50am

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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.

 

 

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.

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Non-Member Price $119.00

Member Price $89.00