AI 101 for CPAs: Core Concepts and Practical Applications
AI 101 for CPAs: Core Concepts and Practical Applications
CPE Credit:
2
Overview
Description:
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like “LLM” and “agentic AI” really mean, and how CPAs can safely put these tools to use. You’ll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance.
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 working in accounting, tax or finance who wants to gain better understanding of what AI is and how it can be applied
Program Level:
Basic
Program Content:
The major topics that will be covered in this course include:
- ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work
- What inherent risks are associated with this powerful technology
- Actionable steps you can take to mitigate the risks
- Practical examples of how AI can be applied in accounting, auditing, tax, and finance services
Learning Objectives:
After attending this presentation, you will be able to…
- Identify core AI concepts (generative AI, large language models, agentic AI) relevant to accounting and finance.
- Differentiate common CPA/CFO use cases (e.g., research, content generation, data/document analysis).
- Evaluate key risks (hallucinations, bias, confidentiality, and select mitigating controls).
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Higgins Advisory, LLC
Format:
Group-Internet-Based
Course Code:
HAAICCP2
Our Partners
NASBA Sponsor
AI 101 for CPAs: Core Concepts and Practical Applications
Course Code:
HAAICCP2
Program Level:
Basic
Description:
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like “LLM” and “agentic AI” really mean, and how CPAs can safely put these tools to use. You’ll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance.
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:
- ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work
- What inherent risks are associated with this powerful technology
- Actionable steps you can take to mitigate the risks
- Practical examples of how AI can be applied in accounting, auditing, tax, and finance services
Learning Objectives:
After attending this presentation, you will be able to…
- Identify core AI concepts (generative AI, large language models, agentic AI) relevant to accounting and finance.
- Differentiate common CPA/CFO use cases (e.g., research, content generation, data/document analysis).
- Evaluate key risks (hallucinations, bias, confidentiality, and select mitigating controls).
Who should attend:
Anyone working in accounting, tax or finance who wants to gain better understanding of what AI is and how it can be applied
Developed By:
Higgins Advisory, LLC
Instructor:
John Higgins, CPA.CITP
CPE Credit:
2
Field of Study:
Information Technology (2 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 5/4/2026 @ 11:30 AM
- 5/19/2026 @ 3:00 PM
- 6/1/2026 @ 4:00 PM
- 6/18/2026 @ 10:30 AM
- 6/30/2026 @ 12:00 PM
- 7/15/2026 @ 2:30 PM
- 7/31/2026 @ 11:30 AM
- 8/14/2026 @ 10:00 AM
- 8/24/2026 @ 12:30 PM
- 9/10/2026 @ 3:00 PM
- 9/22/2026 @ 9:30 AM
- 10/5/2026 @ 3:00 PM
- 10/22/2026 @ 11:30 AM
- 11/3/2026 @ 2:30 PM
- 11/20/2026 @ 2:30 PM
- 12/3/2026 @ 11:00 AM
- 12/16/2026 @ 2:00 PM
- 12/28/2026 @ 3:30 PM
- 1/13/2027 @ 12:00 PM
- 1/26/2027 @ 12:00 PM
- 2/9/2027 @ 2:00 PM
- 2/25/2027 @ 3:00 PM
- 3/10/2027 @ 1:30 PM
All times are Eastern Time Zone
