AI for CPAs Series | Spring/Summer Bundle Webinar Package

Overview

After purchasing this bundle webinar package, you will automatically be registered for all four sessions included in the series (8 hours CPE credit total). See dates/topics included in the series at the bottom of page.

Highlights

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 New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated.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.

Designed For

CPAs and accounting professionals wanting to deepen their knowledge implementing AI into their daily work.

This bundle contains the following events:

The AI Revolution in 2026: What CPAs Should Know

Friday, May 1 9:00am - 11:00am CDT

Live Virtual Seminar

2.00 Credits

Member Price: $79

State of AI technology in 2026: capabilities, limits, and vendor landscape Essential terminology: models, training data, prompts, agents, guardrails CPA use cases: audit procedures, tax research/drafts, controllership Risk, control, and governance: data privacy, bias, accuracy, documentation What’s next: near-term trends and how to evaluate new tools

AI - Better Prompts, Better Results

Thursday, June 4 9:30am - 11:30am CDT

Live Virtual Seminar

2.00 Credits

Member Price: $79

Components of effective AI prompts. The pros and cons of a single large prompt versus multiple small prompts. Using prompts to format AI-generated output.

Agentic AI for CPAs: Automate Workflows with Intelligence

Friday, June 12 9:00am - 11:00am CDT

Live Virtual Seminar

2.00 Credits

Member Price: $79

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.

Ethical AI Practices for CPAs: Ensuring Responsible Use

Wednesday, June 17 9:00am - 11:00am CDT

Live Virtual Seminar

2.00 Credits

Member Price: $79

Understanding ethical implications of AI. Data privacy and security considerations. Compliance with regulations and professional standards. Review of generative AI risks and how to mitigate them. Developing ethical AI policies and procedures.