Agentic AI for CPAs: Automate Workflows With Intelligence - VIRTUAL

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.
 

 

Prerequisites

Basic understanding of generative AI concepts

Objectives

• 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