AI 101 for CPAs: Core Concepts and Practical Applications - VIRTUAL

Overview

New 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.

Prerequisites

None

Objectives

• 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.

 

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
• Practical examples of how AI can be applied in accounting, auditing, tax and finance services