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.
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.
Leader(s):
Leader Bios
John Higgins, Higgins Advisory LLC
Meet John, the visionary behind Higgins Advisory, LLC. Specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate but master today's digital landscape. He has founded and sold two CPA technology advisory startups in his career and now focuses exclusively on helping accounting professionals understand and apply emerging technologies.
(05/07/2024)
Non-Member Price $130.00
Member Price $95.00