- This quarterly update keeps CPAs current on new topics and issues with LLMs, chatbots, AI research and writing, rules and regulations, and AI agents. The course covers recent changes in the AI field, focusing on applications for CPAs in business and accounting firms. Handouts are designed as takeaways for discussions about AI with clients or in business firms. Join us for all five live updates: 2026
- June, August, & November 2027
- January & March
Learning Objectives
• Determine how to stay current with AI tools for CPAs
• Recognize useful AI products and their pros/cons
• Identify ready-to-use AI areas/tools vs. those in development
Major Topics
• Recent changes in major AI languages and their uses
• New developments in chatbot and prompt query tools for CPAs
• Major AI breakthroughs in the past 6 months
• Recommended AI tools for CPAs
