| October 16, 2026 | 10:00 AM-11:50 AM EDT | The AI Revolution in 2026: What CPAs Should KnowAI is reshaping audit, tax, and finance. This update surveys what’s real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Leave with a clear vocabulary, a current landscape view, and actionable talking points for staff, clients, and vendors. Highlights- State of AI technology in 2026: capabilities, limits, and vendor landscape
- CPA use cases: audit procedures, tax research/drafts, controllership
- Risk, control, and governance: data privacy, bias, accuracy, documentation
- What’s next: near-term trends and how to evaluate new tools
Benefits- Assess recent advancements in AI and their implications for CPA workflows and client services.
- Distinguish key AI categories and common terminology used in practice.
- Identify high-impact CPA use cases and associated risk/control considerations to discuss with stakeholders.
Designed ForCPAs in public practice, CFOs/Controllers/FP&A, internal audit, firm/finance leaders View Full Event Details | Live Webcast |
| October 23, 2026 | 10:00 AM-11:50 AM EDT | AI 101 for CPAs: Core Concepts and Practical ApplicationsNew to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like “LLM” and “agentic AI” really mean, and how CPAs can safely put these tools to use. You’ll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance. Highlights- ABC's of how generative AI tools (e.g. ChatGPT, Copilot, Gemini) work
- What inherent risks are associated with this powerful technology
- Actionable steps you can take to mitigate the risks
services
Benefits- Identify core AI concepts (generative AI, large language models, agentic AI) relevant to accounting and finance.
- Differentiate common CPA/CFO use cases (e.g., research, content generation, data/document analysis.)
- Evaluate key risks (hallucinations, bias, confidentiality, and select mitigating controls.
Designed ForAnyone working in accounting, tax or finance who wants to gain better understanding of what AI is and how it can be applied View Full Event Details | Live Webcast |
| November 24, 2026 | 10:00 AM-11:50 AM EST | ChatGPT Deep-Dive Hands-on Bootcamp for CPAsChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates your following along with the presenter while applying the features of ChatGPT on your computer. Practice files will be provided so that you don’t have to expose your confidential data. Highlights- Getting started with ChatGPT
- Tour of the ChatGPT app and how to use it
- Variety of hands-on case study examples for accounting, finance and tax
- Protecting your data privacy in ChatGPT
- Advanced ChatGPT features review
- Subscription plan options
Benefits- Recognize the features and benefits of using ChatGPT
- Identify practical applications for ChatGPT in accounting, finance and tax
Designed ForAnyone who wants to develop an understanding of how the power of ChatGPT can be used in business and accounting through hands-on instruction. View Full Event Details | Live Webcast |
| December 4, 2026 | 10:00 AM-11:50 AM EST | Google Gemini Deep Dive Hands-on Bootcamp for CPAsGoogle Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, it a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put Google Gemini AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of Gemini on your computer. Practice files will be provided so that you don’t have to expose your confidential data. Highlights- Getting started with Gemini
- Tour of the Gemini app and how to use it
- Variety of hands-on case study examples for accounting, finance and tax
- Protecting your data privacy in Google Gemini
- Advanced Gemini features review
- Integration with Google apps
- Subscription plan options
Benefits- Recognize the features and benefits of using Google Gemini
- Identify practical applications for Google Gemini in accounting, finance and tax
Designed ForAnyone who wants to develop an understanding of how the power of Google Gemini AI can be used in business and accounting through hands-on instruction.View Full Event Details
| Live Webcast |
| December 4, 2026 | 1:00 PM-2:50 PM EST | Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAsMicrosoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this is a course that teach how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of
Microsoft Copilot on your computer. Practice files will be provided so that you don’t have to expose your confidential data. Highlights- Getting started with Microsoft Copilot
- Tour of the Copilot app and how to use it
- Variety of hands-on case study examples for accounting, finance and tax
- Protecting your data privacy in Microsoft Copilot
- Advanced Microsoft Copilot features review
- Integration with Microsoft 365 apps
Benefits- Recognize the features and benefits of using Microsoft Copilot
- Identify practical applications for Microsoft Copilot in accounting, finance and tax
Designed ForAnyone who wants to develop an understanding of how the power of Microsoft Copilot AI can be used in business and accounting through hands-on instruction. View Full Event Details | Live Webcast |
| December 18, 2026 | 10:00 AM-11:50 AM EST | Agentic AI for CPAs: Automate Workflows with IntelligenceThe 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. 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
Benefits- 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
Designed ForAnyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows View Full Event Details | Live Webcast |
| December 29, 2026 | 11:00 AM-12:50 PM EST | Ethical AI Practices for CPAs: Ensuring Responsible UseExplore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity and mitigate the risks associated with using generative AI.
Highlights- Understanding ethical implications of AI
- Data privacy and security considerations
- Compliance with regulations and professional standards
- Review of generative AI risks and how to mitigate them
- Developing ethical AI policies and procedures
Benefits- Recognize the ethical implications and risks associated with the use of generative AI
- Identify specific methods you can put into practice to ensure the ethical and safe use of AI
Designed ForAnyone who wants to understand the ethical risks of using generative AI and how to mitigate them
View Full Event Details | Live Webcast |
| December 30, 2026 | 11:00 AM-12:50 PM EST | Smarter Tax Services with Artificial Intelligence (AI) ToolsThere has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research and enhance client advisory services with AI tools. Highlights- Overview of AI technology and how it works
- Identify where AI can be incorporated into tax research, planning and compliance services
- Discover new opportunities to enhance your client advisory tax services with AI tools
- Review of the market of emerging and AI enhanced tax software tools
- Learn about the newest generation of AI enable 1040 source document collection and organizer applications
- Review specific use cases for generative AI tools, e.g. ChatGPT, Microsoft Copilot) in your tax services
Benefits- Understand the fundamentals of AI technology and its practical applications in tax
services
- Recognize specific ways to leverage AI technology in your tax services.
- Identify specific AI tools that can be leveraged to automate and enhance tax planning, research and compliance services.
- Recognize how to utilize AI-powered tools such as ChatGPT and Microsoft 365
Copilot to enhance tax preparation services and client communication.
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Designed ForAnyone who is involved in tax planning, tax research and tax compliance servicesView Full Event Details
| Live Webcast |