September 3, 2026

Livestream

4 CPE Credits

Livestream Only: Mastering Workflow Automation – AI Agents and Efficiency

September 3, 2026
Livestream
4 CPE Credits

Livestream Only: Mastering Workflow Automation – AI Agents and Efficiency

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    Instructor

    Marc
    Hamilton

    View Bio

    Marc Hamilton, CPA

    Bio
    Marc Hamilton is a strategy-oriented finance executive with proven successes in change management. Mr. Hamilton has over 30 years of extensive practical experience with data analytics, process design and technology implementation. His roles have provided broad exposure to functional, operational and management challenges facing organizations in the era of systems intelligence.

    As a technologist CPA, Mr. Hamilton frequently speaks from his experiences on big data, data science, artificial intelligence and the developing Blockchain infrastructure. He also frequently presents AICPA cybersecurity content.

    Mr. Hamilton holds a Masters in Tax Accounting from the University of Alabama and practiced with both Deloitte & KPMG before moving into a business and industry roles including VP of Taxation, Treasurer and Chief Financial Officer.

The next evolution of accounting productivity lies in the shift from simple chatbots to autonomous "AI Agents." This session explores the practical application of agentic workflows in day-to-day practice, focusing on multi-step automation for tax, audit, and advisory services. We will delve into advanced prompting techniques and framework-driven automation that allows CPAs to delegate routine tasks—such as data vouching, anomaly detection, and client communications—while maintaining essential "Human-in-the-Loop" controls. Participants will discover how to design custom AI workflows that reclaim significant billable hours and transform the CPA's role from data processor to strategic supervisor.

CPE Credits Available

4 CPE Credits
4
General

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • AI
  • Specialized Knowledge
  • Technology
  • Workflow Automation

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs that want to have a better understanding of Artificial Intelligence.

Provider

MSCPA

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