Agentic AI for CPAs: Automate Workflows with Intelligence
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Virtual
2.00 Credits
Member Price $109.00
Non-Member Price $189.00
Overview
You could pay $0 for this course!
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 course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-15240. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.
Highlights
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
Designed For
Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows
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
Leader(s):
Leader Bios
John Higgins, Strategic Technology Advisor, Higgins Advisory, LLC
Meet John Higgins, CPA.CITP, the visionary behind Higgins Advisory, LLC, specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate but master today’s digital landscape. He has founded and sold two CPA technology advisory startups in his career and now focuses exclusively on helping accounting professionals understand and apply emerging technologies. John is currently immersing himself in the application of artificial intelligence by accounting and finance professionals.
Non-Member Price $189.00
Member Price $109.00