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 task...
8/28/2026 11:00am - 1:00pm | Online | CalCPA
Members: $99.00, Non-members: $129.00
CPE Categories: Specialized Knowledge & Applications (2 CPE)
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.
CPAs and other financial professionals who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows.
• 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
• 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
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