New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean, and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation, you will be able to...
- Identify core AI concepts (generative AI, large language models, agentic AI) relevant to accounting and finance.
- Differentiate common CPA/CFO use cases (e.g., research, content generation, data/document analysis).
- Evaluate key risks (hallucinations, bias, confidentiality, and select mitigating controls).
Major Topics
The major topics that will be covered in this course include:
- ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work
- What inherent risks are associated with this powerful technology
- Actionable steps you can take to mitigate the risks
- Practical examples of how AI can be applied in accounting, auditing, tax, and finance services
