February 26, 2027


Vendor Webinar


2 CPE Credits

Agentic AI for CPAs: Automate Workflows with Intelligence 26-27

Agentic AI for CPAs: Automate Workflows with Intelligence 26-27

February 26, 2027
Vendor Webinar
2 CPE Credits

Agentic AI for CPAs: Automate Workflows with Intelligence 26-27

Agentic AI for CPAs: Automate Workflows with Intelligence 26-27

  • View Bio

    Instructor

    John
    Higgins

    View Bio

Learning 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

Major Topics

• 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

CPE Credits Available

2 CPE Credits
2
Information Technology

Things to Know About This Course

Course Level

  • Basic

Intended Audience

CPAs and other financial professionals who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows.

Provider

CalCPA California Society of CPAs

Register For This Event

  • MSCPA Member

    $ 99 99
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  • MSCPA Non-Member

    $ 129 129
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