Agentic AI for CPAs: Automate Work Flows with Intelligence
Online
2.00 Credits
Member Price $89.00
Non-Member Price $119.00
Overview
The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business.
Objectives
- Identify opportunities to deploy AI agents in your firm or business
- Distinguish between generative AI and agentic AI
- Apply agentic AI to automate your workflows
Highlights
- Introduction to agentic AI concepts and terminology
- Case studies for using AI agents in accounting, finance and tax services
- Step by step demonstration of creating and deploying an AI agent
- Introduction to Microsoft Copilot Studio agent builder
- Developing your AI agent deployment strategy
Designed For
Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows
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.
Non-Member Price $119.00
Member Price $89.00