Agentic AI for CPAs: Automate Workflows with Intelligence 26-27

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.

Delivery Method: Individual webcast
CPE Credit: 2
Program Level: Basic

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

Prerequisites

None

Designed For

CPAs and other financial professionals who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows.

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

Preparation

None