Agentic AI for CPAs: Automate Workflows with Intelligence
Live Virtual Seminar
2.00 Credits
Member Price $79.00
Price will increase by $50 on 5/23
Non-Member Price $139.00
Price will increase by $50 on 5/23
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 to put them to work in your firm or business.
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
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
- 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
Notice
- This seminar is part of the AI for CPAs Spring/Summer Series. Seminars may be purchased individually, or save $37 when purchasing the bundle webinar package (see below).
This event is part of the following bundles:
AI for CPAs Series | Spring/Summer Bundle Webinar Package
Multiple Events Between -
Up to 8.00 Credits
Member Price: $279
Artificial intelligence (AI) is no longer a future concept - it’s already reshaping the accounting profession. From automating routine tasks to enhancing data analysis, AI is changing how CPAs work and the value they deliver. New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated. AI isn’t replacing CPAs, but CPAs who understand AI will lead the way forward. Staying informed isn’t optional, it’s essential. This NEW Spring/Summer AI Series delivers four, expert-led sessions designed to help confidently navigate today’s rapidly evolving AI landscape. Each session is offered in a convenient, flexible virtual format - making it easy to join from anywhere, gain actionable insights and walk away with knowledge to immediately apply.
Leader(s):
Leader Bios
John Higgins, Higgins Advisory, LLC
John Higgins is a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPE programs for thousands of CPAs over the past 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPE programs. He has presented “live” web CPE events for groups as large as 600+ participants, as well as many small groups. John assisted the Michigan Association of CPAs as an adviser in the development of their web based CPE model. John’s primary qualification is his passion for helping CPAs achieve greater success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. John resides in Rochester, Michigan with his wife Karen and their two children. Qualifications and Experience: •Actively involved in working with local, regional and national CPA firms over the past 25 years. •Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, paperless work flow design, innovative client services and more. •Nationally recognized speaker and author on technology issues impacting the CPA profession. •Monthly host of Document Management to Go (DMS2Go) pod cast sponsored by CPA Technology magazine. •Former national consulting partner with a top 10 CPA firm. •Former CEO of technology training & consulting firm. •Member of the AICPA Business & Industry Hall of Fame. •Past Chair of the Michigan Association of CPAs. •Past member of the AICPA Council and CPE Advisory Committee. •MACPA Innovative User of Technology award.
Non-Member Price $139.00
Member Price $79.00