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Friday, December 18, 2026 Live Webcast

Agentic AI for CPAs: Automate Workflows with Intelligence (E2612892)

10:00 AM - 11:50 AM EST

Registration: 9:45 AM EST

webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

The 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.

DESIGNED FOR

Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows

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

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

COURSE LEVEL

Basic

PREREQUISITES

Basic understanding of generative AI concepts

ADVANCE PREPARATION

None

INSTRUCTOR

John Higgins

John H. Higgins, CPA.CITP
(4.8)

Strategic Technology Advisor

Higgins Advisory, LLC

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PRICING

$99.00 - Member

$137.00 - Nonmember

$0.00 - Pass Holder

Register Today


Note: Online pre-registration will close on December 18 at 10:00 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Higgins Advisory, LLC