Agentic AI for CPAs: Automate Workflows with Intelligence (2 hours - morning) - Webcast
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.
This webcast is part of the new four-part AI for CPAs Series - Spring/Summer Bundle. The series delivers four, expert-led sessions designed to help you 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. You may purchase individually, or save up to $80 when purchasing the bundle (see below).
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.
This event is part of the following bundles:
AI for CPAs Series - Spring/Summer Bundle - NEW!
Multiple Events Between -
Up to 8.0 Credits
Member Price: $300
After purchasing this bundle, you will automatically be registered for all four sessions included in the series (8 hours CPE credit total). See dates/topics included in the series at the bottom of page. 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 New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated.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 Spring/Summer AI Series delivers four, expert-led sessions designed to help you 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. Each course in the series is a stand-alone topic. If you miss one in the series, no worries! Purchase individual courses or purchase the AI for CPAs Series - Spring/Summer Bundle and save up to $80!
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