Agentic AI for CPAs: Automate Workflows with Intelligence

Agentic AI for CPAs: Automate Workflows with Intelligence

CPE Credit:
2

Overview

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.
Field of Study:
Information Technology (2 CPE)

Instructor

Instructor:
John Higgins, CPA.CITP

Additional Details

Who should attend:
Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows
Program Level:
Intermediate
Program Content:

The major topics that will be covered in this course include:

  • 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:

After attending this presentation, you will be able to…

  • 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
Prerequisites:
Basic understanding of generative AI concepts
Advanced Preparation:
None
Developed By:
Higgins Advisory, LLC
Format:
Group-Internet-Based
Course Code:
HAAIAWI2

Registration:

$89.00

Attendee Information

Please select one of the following options to register for this webinar:

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Agentic AI for CPAs: Automate Workflows with Intelligence

Course Code:
HAAIAWI2
Program Level:
Intermediate
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.
Program Content:

The major topics that will be covered in this course include:

  • 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:

After attending this presentation, you will be able to…

  • 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
Developed By:
Higgins Advisory, LLC
Instructor:
John Higgins, CPA.CITP
CPE Credit:
2
Field of Study:
Information Technology (2 CPE)
Prerequisites:
Basic understanding of generative AI concepts
Advanced Preparation:
None
Format:
Group-Internet-Based

Registration:

$89.00

Attendee Information

Please select one of the following options to register for this webinar:

OR

Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register

Price

Single Registration
$89.00

Upcoming Dates

  • 5/7/2026 @ 2:00 PM
  • 5/22/2026 @ 1:00 PM
  • 6/5/2026 @ 12:00 PM
  • 6/17/2026 @ 10:00 AM
  • 6/29/2026 @ 3:30 PM
  • 7/13/2026 @ 2:30 PM
  • 7/29/2026 @ 3:00 PM
  • 8/10/2026 @ 3:00 PM
  • 8/28/2026 @ 2:30 PM
  • 9/12/2026 @ 10:30 AM
  • 9/24/2026 @ 2:30 PM
  • 10/7/2026 @ 4:00 PM
  • 10/23/2026 @ 9:30 AM
  • 11/4/2026 @ 11:00 AM
  • 11/18/2026 @ 1:00 PM
  • 12/1/2026 @ 3:30 PM
  • 12/15/2026 @ 10:30 AM
  • 12/31/2026 @ 2:30 PM
  • 1/12/2027 @ 10:00 AM
  • 1/28/2027 @ 2:00 PM
  • 2/10/2027 @ 10:30 AM
  • 2/26/2027 @ 3:00 PM
  • 3/11/2027 @ 3:00 PM

All times are Eastern Time Zone

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