November 10, 2026


In-Person

Colorado Society of CPAs - Galleria Office Towers
720 S. Colorado Blvd, Suite 500N, Glendale, Arapahoe County, Colorado 80246


2 CPE Credits

From Chatting to Delegating: A Hands-On AI Agents Workshop

November 10, 2026
In-Person
2 CPE Credits

From Chatting to Delegating: A Hands-On AI Agents Workshop

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    Instructor

    Wesley
    Hartman

    View Bio

Learning Objectives

Upon completion of this course, participants will be able to:

  1. Distinguish an AI agent from a standard chat by its planning, tool use, and self-checking behavior
  2. Apply a structured handoff brief with clear success criteria and checkpoints to delegate work to an agent
  3. Use a browser agent, a reusable skill, and a scheduled custom agent to complete recurring multi-step tasks
  4. Identify agent failure modes and apply permissions, checkpoints, and review habits that keep agentic work safe and accurate
  5. Compare Claude and ChatGPT on comparable tasks and select the right tool for the job

Major Topics

  • What separates an agent from a chat: context, connected tools, reusable skills, planning, and self-checking
  • Building a project workspace and writing handoff briefs with success criteria and checkpoints
  • Directing a browser agent through a multi-step web task
  • Packaging a repeatable process into a reusable skill
  • Building, scheduling, and refining a custom agent, such as automated meeting-agenda building
  • Generating a working tool from a plain-English description
  • Guardrails, permissions, and checkpoints that keep agentic work safe; choosing between Claude and ChatGPT

CPE Credits Available

2 CPE Credits
2
Computer Software & Applications

Colorado Society of CPAs - Galleria Office Towers

720 S. Colorado Blvd, Suite 500N, Glendale, Arapahoe County, Colorado 80246

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Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology
  • Artificial Intelligence (AI)

Prerequisites

Comfort writing basic prompts in Claude or ChatGPT

Advanced Preparation

Before the session, install the Claude and ChatGPT desktop apps and sign in to a paid account of each on a fully charged laptop.

Intended Audience

Professionals comfortable with basic AI prompting who want to move from chatting to delegating work to AI agents.

Provider

Colorado

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