AI 101 for CPAs: Core Concepts and Practical Applications

Overview

New to AI? Start here. This beginner-friendly or refresher 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. Leave with a solid understanding of AI fundamentals and how they apply to accounting, tax and finance.

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.

Designed For

Anyone working in accounting, tax or finance wanting to gain a 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

Notice

This seminar is part of the AI for CPAs Fall/Winter 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 | Fall/Winter Bundle Webinar Package

Multiple Events Between Friday, October 16 - Wednesday, December 30

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 New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated.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

Fees

Credits

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Code

Vendor

Fields of Study

Leader(s):

John Higgins, Strategic Technology Advisor, Higgins Advisory, LLC

Leader Bios

John Higgins, Strategic Technology Advisor, 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.

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