AI in Action: Your First Steps to Smart Adoption

Overview

This session is your practical introduction to AI in the workplace. Designed for professionals in any function from Finance to HR to Marketing and Operations, this course breaks down the AI journey into clear, actionable steps. You’ll discover easy-to-use tools, see real-world examples, and leave ready to take your first confident steps toward using AI to save time, boost creativity, and make smarter decisions. Whether you’re new to AI or just looking to get started effectively, this session helps you move from curiosity to confident action in just one hour.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Highlights

Understand the three stages of AI adoption and where you are today.

Practical AI Tools in action (e.g., LLM Models, AI workflows, AI Agents).

Quick Wins agnostic of function: How AI can support daily tasks.

Your 30-Day AI Plan: Practical guide to help you define areas to apply AI immediately.

Confidence to Experiment: Tips to overcome fear and start building momentum in your team.

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Prerequisites

None

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Designed For

This can be for all operational teams - Finance, Core operations, HR, Marketing, Compliance

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.

Objectives

Identify and explain the key concepts of AI
Identify and explain the key stages of AI adoption and what each means in practice.
Identify beginner-friendly AI tools to enhance everyday productivity.
Recognize simple, high-impact opportunities to integrate AI into their own work or function.
Recognize and develop a quick-start action plan to confidently experiment with AI in the next 30 days

This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.