AI 101 for CPAs: Core Concepts and Practical Applications (2 hours - morning) - Webcast
Overview
New to AI? Start here. This beginner-friendly 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. You’ll 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 who wants to gain 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).
Leader(s):
Leader Bios
John Higgins, Higgins Advisory LLC
Meet John Higgins, CPA.CITP, the visionary founder of Higgins Advisory, LLC, specializing in guiding accounting, finance and tax professionals through digital transformation. By blending strategic advice, education, and coaching, John empowers these professionals to master today's rapidly evolving digital landscape. He began his career with a local CPA firm, then founded and sold two successful technology advisory startups, and served as a national technology practice partner at a top ten firm. Today, John is dedicated to helping professional firms navigate the disruptive application of artificial intelligence technologies. He has been recognized as a Top 25 Thought Leader by the CPA Practice Advisor magazine for the past 15 years.
(3/4/2026)
Non-Member Price $130.00
Member Price $95.00