Agentic AI for CPAs: Automate Workflows with Intelligence - 06/12/2026

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.

06/12/2026  |  Online  |  KSCPA

Members: $89.00, Non-members: $139.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)

Interest Areas: Technology

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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.

Program Content

• 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

Learning 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

Who Should Attend?

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

Instructor

John H. Higgins, CPA.CITP, Higgins Advisory, LLC

Prerequistes

Basic understanding of generative AI concepts