New to AIβ Start here. This beginner-friendly course explains how generative AI works, what terms like βLLMβ and βagentic AIβ really mean, and how CPAs can safely put these tools to use. Youβll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance.
Learning Objectives
β’ Identify core AI concepts (generative AI, large language models, agentic AI) relevant to accounting and finance.
β’ Differentiate common CPA/CFO use cases (e.g., research, content generation, data/document analysis.)
β’ Evaluate key risks (hallucinations, bias, confidentiality, and select mitigating controls.
Major Topics
β’ ABC's of how generative AI tools (e.g. ChatGPT, Copilot, Gemini) work
β’ What inherent risks are associated with this powerful technology
β’ Actionable steps you can take to mitigate the risks
β’ Practical examples of how AI can be applied in accounting, auditing, tax and finance services