AI for CPAs Series - Fall/Winter Bundle - NEW!

Overview

After purchasing this bundle, you will automatically be registered for the sessions included in the series (up to 8 hours CPE credit total). See dates/topics included in the series below.

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 New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated.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 Fall/Winter 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.

10/16/26 - The AI Revolution in 2026: What CPAs Should Know (2 hours - morning) - Webcast
10/23/26 - AI 101 for CPAs: Core Concepts and Practical Applications (2 hours - morning) - Webcast
12/18/26 - Agentic AI for CPAs: Automate Workflows with Intelligence (2 hours - late morning) - Webcast
12/30/26 - Smarter Tax Services with (AI) Tools (2 hours - morning) - Webcast

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 - Fall/Winter Bundle and save up to $80!

Designed For

CPAs and accounting professionals wanting to deepen their knowledge implementing AI into their daily work.

This bundle contains the following events:

The AI Revolution in 2026: What CPAs Should Know (2 hours - morning) - Webcast

October 16, 2026 7:00am - 9:00am PDT

Online

2.0 Credits

Member Price: $95

AI is reshaping audit, tax, and finance. This update surveys what's real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Leave with a clear vocabulary, a current landscape view, and actionable talking points for staff, clients, and vendors.

AI 101 for CPAs: Core Concepts and Practical Applications (2 hours - morning) - Webcast

October 23, 2026 7:00am - 9:00am PDT

Online

2.0 Credits

Member Price: $95

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.

Agentic AI for CPAs: Automate Workflows with Intelligence (2 hours - late morning) - Webcast

December 18, 2026 10:00am - 12:00pm PST

Online

2.0 Credits

Member Price: $95

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.

Smarter Tax Services with (AI) Tools (2 hours - morning) - Webcast

December 30, 2026 8:00am - 10:00am PST

Online

2.0 Credits

Member Price: $95

There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research and enhance client advisory services with AI tools.