The AI Advantage for CPAs: An 8-Part Hands-on Series on Practical AI Applications, Responsble AI, and Emerging Technologies
Multiple Events Between Friday, Oct. 16 - Wednesday, Dec. 30
Up to 16.00 Credits
Member Price $529.00
Non-Member Price $654.00
Overview
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.
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Highlights
Please scroll down to view the eight sessions included in this AI Series.
Designed For
CPAs, CFOs, and financial professionals ready to strategically integrate AI into their firms and organizations.
Prerequisites
None
Preparation
None
Notice
This bundle contains the following events:
The AI Revolution in 2026: What CPAs Should Know
Friday, Oct. 16 10:00am - 11:50am
Online
2.00 Credits
Member Price: $89
AI is reshaping audit, tax, and finance. This update surveys what’s real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Leave with a clear vocabulary, a current landscape view, and actionable talking points for staff, clients, and vendors.
AI 101 for CPAs: Core Concepts and Practical Applications
Friday, Oct. 23 10:00am - 11:50am
Online
2.00 Credits
Member Price: $89
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.
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs
Tuesday, Nov. 24 10:00am - 11:50am
Online
2.00 Credits
Member Price: $89
ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates your following along with the presenter while applying the features of ChatGPT on your computer. Practice files will be provided so that you don’t have to expose your confidential data.
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
Friday, Dec. 4 1:00pm - 2:50pm
Online
2.00 Credits
Member Price: $89
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this is a course that teach how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don’t have to expose your confidential data.
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
Friday, Dec. 4 10:00am - 11:50am
Online
2.00 Credits
Member Price: $89
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, it a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put Google Gemini AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of Gemini on your computer. Practice files will be provided so that you don’t have to expose your confidential data.
Agentic AI for CPAs: Automate Work Flows with Intelligence
Friday, Dec. 18 10:00am - 11:50am
Online
2.00 Credits
Member Price: $89
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.
Ethical AI Practices for CPAs: Ensuring Responsible Use
Tuesday, Dec. 29 10:00am - 11:50am
Online
2.00 Credits
Member Price: $89
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity and mitigate the risks associated with using generative AI.
Smarter Tax Services with Artificial Intelligence (AI) Tools
Wednesday, Dec. 30 10:00am - 11:50am
Online
2.00 Credits
Member Price: $89
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research and enhance client advisory services with AI tools.
Non-Member Price $654.00
Member Price $529.00