Supervised AI Agents as Public CPA Audit Team Members WEBCAST

Overview

Should CPAs in public practice use Agentic AI? How? What should I not do? Join us to review how to use AI to assist in Assurance engagements, including testing internal controls. Agentic AI is rapidly being deployed by leading audit, compliance, and finance teams. While AI agents are not yet replacing all of today’s knowledge workers like auditors, accountants, and IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth and scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk, and compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors and IT security professionals to enhance efficiency, consistency, and assurance quality.

Highlights

Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.

Prerequisites

At least six months of professional financial statement analysis experience or at least six months of professional experience in preparing or reviewing accounting processes and reports.

Designed For

Internal and external assurance professionals. Any leader who wants to become more effective by utilizing AI. CPAs in public practice and CPAs in industry. Business owners, entrepreneurs, and professionals interested in AI.

Objectives

To explore and understand the capabilities of Agentic AI. To determine appropriate use cases to deploy AI tools in a safe and controlled manner, including why proper training of AI is necessary to be successful.

Preparation

None.

Notice

None.