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Wednesday, June 17, 2026 Live Webcast

Agentic AI for CPAs: Automate Workflows with Intelligence (X2-67240)

10:00 AM - 12:00 PM EDT
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.

DESIGNED FOR

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

BENEFITS

After attending this presentation, you will be able to...

  • 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

The major topics that will be covered in this course include:

  • 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

Intermediate

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

Read bio

PRICING

$79.00 - Member

$89.00 - Nonmember

Register Today


Note: Online pre-registration will close on June 17 at 9:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings