For the past couple of years, it feels like AI has been everywhere — in headlines, keynote speeches, and maybe even in your office conversations. But if we’re honest, most of us are still asking: How do I actually use this in my day-to-day work?

That’s the gap this workshop will close.

On November 11, the day before the PEAK Accounting and Finance Summit kicks off, we’re bringing in Wesley Hartman — one of the country’s most engaging instructors on applied AI. At AICPA ENGAGE, his sessions are standing-room only. This fall, he’s coming to Denver to give Colorado CPAs a chance to roll up their sleeves and see what AI can really do.

What You’ll Experience

This isn’t another “sit-and-listen” lecture. This is laptops open, sleeves rolled up, real-world practice. You’ll start with a basic AI prompt and quickly move into the kinds of problems accountants, auditors, and finance professionals face every day:

• Organizing Projects – See how AI can organize and manage day-to-day tasks.
• Document Analysis – Upload contracts, financial statements, or policies and see how AI can summarize, flag risks, and extract key data.
• Voice Mode – Go beyond typing by interacting with AI in a conversation. Explore real-time back and forth interactions.
• Custom Agents – Build a custom AI assistant, such as one that can automatically generate a conference schedule freeing up your time for higher-value work.
• Coding – Get a practical introduction to AI-assisted VBA for Excel and create macros in minutes instead of hours.

Through guided activities and table-level collaboration, you’ll explore both the power and the pitfalls of AI.

Why Now

Accounting is changing faster than ever. Whether you’re in tax, audit, advisory, or industry, generative AI is becoming part of the toolkit. Firms are already using it to draft correspondence, analyze datasets, and automate repetitive work. If you wait until “everyone else is doing it,” you’ll already be behind.

This session is your chance to:

• Get hands-on practice in a safe, guided environment
• Build a toolkit of prompts and techniques you can apply right away
• See the limits of AI and understand how to use it responsibly
• Network with peers who are figuring out the same challenges you are

Meet the Instructor

Wesley Hartman has built a reputation as one of the go-to instructors for making AI practical, approachable, and powerful for professionals. At ENGAGE, his sessions are consistently filled to capacity. Now, you get to learn from him in Denver — in a workshop tailored to the needs of CPAs and finance professionals.

Register now for the November 11 Generative AI Hands-On Workshop. Seats are limited, and based onWesley’s past courses, they'll go fast. If you're attending PEAK, you'll receive 75% off this workshop. Secure your spot for both PEAK and Wesley's workshop here.