AI 101 for CPAs: Core Concepts and Practical Applications 26-27

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.

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

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

Prerequisites

None

Designed For

CPAs and other financial professionals working in accounting, tax or finance who wants to gain better understanding of what AI is and how it can be applied.

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.

Preparation

None