Becoming a More Human Advisor in an AI World

Becoming a More Human Advisor in an AI World

CPE Credit:
1

Overview

Description:
AI isn’t coming for your job. It’s coming with you to your next one. In this hands-on session, Jody Padar, the Radical CPA and co-founder of XcelLabs, is ditching the slides (well, some of them) and demonstrating what it means to actually work with AI in your day-to-day as a CPA. It’s all about your AIQ – your ability to think, prompt, adapt and use AI like a true strategic partner (not just a fancy calculator). You’ll see a live demo of a custom AIQ Diagnostic GPT built specifically for accounting professionals. Then we’ll explore how building your AIQ goes beyond learning a tool to become the foundation for leading change in your firm. Because real transformation doesn’t start with technology. It starts with people who know how to use it confidently and bring others along. Participants will have a chance to contribute to this live scenario, see how prompts evolve in real time and learn how to balance human judgment with AI’s speed and scale. You’ll also discover these same skills apply to real change management and automation inside the firm, turning AI curiosity into leadership action. You’ll leave with access to the AIQ tool so you can try it yourself, on your own time, or with your team. Because in a world full of machines, your value lies in being smarter, more strategic and more human. Let’s crank up your AIQ and lead the change together. 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:
Specialized Knowledge (1 CPE)

Instructor

Instructor:
Various – see description

Additional Details

Who should attend:
Accountants
Program Level:
Basic
Program Content:

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

  • How to work with AI in your day-to-day
  • Prompt, adapt, and use AI like a true strategic partner
  • How building your AIQ becomes the foundation for leading change in your firm
  • How prompts evolve in real time and how to balance human judgment with AI
Learning Objectives:

After attending this presentation, you will be able to…

  • Assess their AIQ using a custom GPT 

  • Apply AIQ principles to real client and firm workflows 

  • Connect AIQ to change management, comprehend how AI literacy can drive adoption, innovation and leadership within their firm 

Prerequisites:
None
Advanced Preparation:
None
Developed By:
CPA Crossings, LLC
Format:
Group-Internet-Based
Course Code:
PWXLBMH1

Registration:

$0.00

Attendee Information

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

Our Partners

NASBA Sponsor

Becoming a More Human Advisor in an AI World

Course Code:
PWXLBMH1
Program Level:
Basic
Description:
AI isn’t coming for your job. It’s coming with you to your next one. In this hands-on session, Jody Padar, the Radical CPA and co-founder of XcelLabs, is ditching the slides (well, some of them) and demonstrating what it means to actually work with AI in your day-to-day as a CPA. It’s all about your AIQ – your ability to think, prompt, adapt and use AI like a true strategic partner (not just a fancy calculator). You’ll see a live demo of a custom AIQ Diagnostic GPT built specifically for accounting professionals. Then we’ll explore how building your AIQ goes beyond learning a tool to become the foundation for leading change in your firm. Because real transformation doesn’t start with technology. It starts with people who know how to use it confidently and bring others along. Participants will have a chance to contribute to this live scenario, see how prompts evolve in real time and learn how to balance human judgment with AI’s speed and scale. You’ll also discover these same skills apply to real change management and automation inside the firm, turning AI curiosity into leadership action. You’ll leave with access to the AIQ tool so you can try it yourself, on your own time, or with your team. Because in a world full of machines, your value lies in being smarter, more strategic and more human. Let’s crank up your AIQ and lead the change together. 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:

  • How to work with AI in your day-to-day
  • Prompt, adapt, and use AI like a true strategic partner
  • How building your AIQ becomes the foundation for leading change in your firm
  • How prompts evolve in real time and how to balance human judgment with AI
Learning Objectives:

After attending this presentation, you will be able to…

  • Assess their AIQ using a custom GPT 

  • Apply AIQ principles to real client and firm workflows 

  • Connect AIQ to change management, comprehend how AI literacy can drive adoption, innovation and leadership within their firm 

Who should attend:
Accountants
Developed By:
CPA Crossings, LLC
Instructor:
Various – see description
CPE Credit:
1
Field of Study:
Specialized Knowledge (1 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based

Registration:

$0.00

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
$0.00

Upcoming Dates

  • 3/4/2026 @ 2:00 PM

All times are Eastern Time Zone

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