Agentic AI for CPAs: Automate Workflows with Intelligence WEBINAR
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 you can 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
None.
Leader(s):
Leader Bios
John Higgins, CPA, CITP, Stragetic Advisor, CPA Crossings LLC
John Higgins, CPA, CITP, is Strategic Technology Advisor, and co-founder of CPA Crossings, LLC, , which since 2001 has specialized in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services. In 2017, John launched the company’s Office 365 Learning Center for CPAs which offers a curriculum of over 50 unique courses covering every aspect of Office 365. John is a nationally recognized speaker on CPA technology, past chair of the Michigan Association of CPAs, former national consulting partner with BDO, LLP, and co-author of 10 Steps to a Digital Practice in the Cloud, published by the AICPA. He was awarded the Top 25 Thought Leader award by the CPA Practice Advisor (2011 – 2017), and the Michigan Association of CPAs Innovative User of Technology award, and is an AICPA Business & Industry CPA Hall of Fame inductee.
Non-Member Price $109.00
Member Price $89.00