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 New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated.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

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Fields of Study

Leader(s):

John Higgins, Strategic Technology Advisor, Higgins Advisory, LLC

Leader Bios

John Higgins, Strategic Technology Advisor, Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation that leverages the power of emerging technologies.

John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm.

John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.

John's accomplishments and experience include being an AICPA Business & Industry CPA Hall of Fame inductee, a Top 25 Thought Leader recognition by the CPA Practice Advisor magazine (2011 - 2025), a nationally recognized speaker of accounting technology, recipient of the Michigan Association of CPAs Innovative User of Technology award, co-author of 10 Steps to Digital Practice in the Cloud, published by the AICPA and a contributing author to The Insiders' Guide to Accounting Advisory Success.

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