Agentic AI for CPAs: Automate Workflows with Intelligence

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 New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated.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

Level

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 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.

Return to Top