Agentic AI for CPAs: Automate Workflows with Intelligence

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...

4/19/2027 8:00am - 10:00am  |  Online  |  CPA Crossings

$89.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)

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Description

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 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

Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows

Course Objectives

After attending this presentation, you will be able to...Identify opportunities to deploy AI agents in your firm or businessDistinguish between generative AI and agentic AIApply agentic AI to automate your workflows

Subjects

The major topics that will be covered in this course include:Introduction to Agentic AI concepts and terminologyCase studies for using AI agents in accounting, finance, and tax servicesStep by step demonstration of creating and deploying an AI agentIntroduction to Microsoft Copilot Studio agent builderDeveloping your AI agent deployment strategy 

Prerequisites

Basic understanding of generative AI concepts