Agentic AI for CPAs: Automate Workflows with Intelligence

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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.

Highlights

The major topics that will be covered in this course include:

• 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

Prerequisites

Basic understanding of generative AI concepts

Designed For

Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows

Objectives

After attending this presentation, you will be able to...

• 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

Preparation

None