IN-PERSON ONLY: Technology Users Group (TUG) Meeting: AI Prompting to Agentic AI: A Hands-On Playbook

Jim is passionate about supporting the CPA profession and helping his peers embrace technology to prepare for the ever-changing landscape of business and automation. He has focused his entire career, over more than twenty years, on integrating technology into strategic plans and business processes alike. Jim is experienced in forming a variety of business entities, business expansions, divestitures, mergers and acquisitions, and business closures. He is a founding member of the COCPA Technology Users Group and recently served on the AICPA Certified Information Technology Professional Credential Committee. Jim currently serves on the AICPA COVID Technology Committee. He is eager to provide guidance on the importance of CPAs to be more adaptable and pivot toward new concepts, technologies, and needs of clients.