October 6, 2026


Vendor Webinar


2 CPE Credits

Surgent's Artificial Intelligence for Accounting and Finance Professionals

October 6, 2026
Vendor Webinar
2 CPE Credits

Surgent's Artificial Intelligence for Accounting and Finance Professionals

  • Instructor

    Jason
    Cornell

Learning Objectives

  • Identify and describe key forms of AI and their business applications
  • Evaluate how AI technologies are reshaping accounting and finance workflows
  • Understand ethical, regulatory, and security issues related to AI adoption
  • Develop strategies for integrating AI tools to improve efficiency, accuracy, and value delivery

Major Topics

  • What artificial intelligence is and how it differs from automation
  • Current AI technologies: generative AI, large language models (LLMs), and machine learning
  • How AI enhances accounting financial analysis, auditing, tax compliance, and client advisory services
  • Risks and limitations of AI: bias, data integrity, and over-reliance on automation
  • Data governance, security, and privacy in AI-enabled systems
  • Case studies of how accounting firms and finance teams are implementing AI today
  • Future skills for accounting and finance professionals in an AI-driven environment

CPE Credits Available

2 CPE Credits
2
Information Technology

Things to Know About This Course

Course Level

  • Overview

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting and finance professionals seeking to understand the practical, strategic, and ethical dimensions of artificial intelligence and prepare for its expanding role in the profession

Provider

Surgent

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