April 7, 2027


Webinar


2 CPE Credits

Webinar (CPA Crossings): Agentic AI for CPAs: Automate Workflows with Intelligence 🗓️

April 7, 2027
Webinar
2 CPE Credits

Webinar (CPA Crossings): Agentic AI for CPAs: Automate Workflows with Intelligence 🗓️

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    Instructor

    John
    Higgins

    View Bio

Learning Objectives

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

Major Topics

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
 

CPE Credits Available

2 CPE Credits
2
Information Technology

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Artificial Intelligence (AI)
  • Information Technology
  • Technology

Prerequisites

Basic understanding of generative AI concepts

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

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

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 89 89
    Join
  • COCPA Non-Member

    $ 116 116
    Your Price

Please login to register.