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Wednesday, January 27, 2027 Live Webcast

The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases (X1-AUG2-2027-01-WEBNR-27-01)

10:00 AM - 12:00 PM EST
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

Artificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively.

DESIGNED FOR

Accounting and finance professionals who wish to learn the latest on AI and its practical, real-world applications

BENEFITS

  • Gain a clear understanding of which tools fit your practice size and budget, whether you are a sole practitioner or part of a large firm
  • Understand how to build a firm-wide AI policy that balances innovation with risk management
  • Incorporate these low-cost, high-impact tools into your daily practice

HIGHLIGHTS

  • Explore from the history of automation to the current landscape of large language models (LLMs) and generative tools to demystify the technology
  • Free, accessible apps to enterprise-grade solutions and specialized accounting software tailored for tax, audit, and advisory workflows
  • Ethical obligations and professional standards that govern AI use, including data privacy, client confidentiality, and the management of "hallucinations" or inaccuracies
  • Through specific use cases and prompting demonstrations, understand how to use AI to draft complex communications, summarize research, optimize Excel workflows, and enhance client advisory services

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

INSTRUCTOR

Mark McCreary

Mark McCreary, CIPP/US

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on January 27 at 9:30 AM.

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