Description

AI is reshaping accounting, tax, and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls, and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape, and actionable talking points for staff, clients, and service providers.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Instructor: John Higgins, CPA.CITP

Target Audience

CPAs in public practice, CFOs / Controllers, internal audit, firm / finance leaders

Course Objectives

After attending this presentation, you will be able to...Assess recent advancements in AI technology and its implications for CPAs. Distinguish key categories of AI technology. Recognize relevant AI nomenclature.Identify high-impact CPA use cases and associated risk management considerations.

Subjects

The major topics that will be covered in this course include:State of AI technology in 2026: capabilities, limits, and vendor solutions landscapeEssential terminology: models, training data, prompts, agents, guardrails, and moreCPA use cases: accounting, tax, advisory, and moreRisk management and data governance: data privacy, bias, accuracy, documentationWhat’s next: near-term trends and how to evaluate new tools