AI is reshaping accounting, tax, and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls, and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape, and actionable talking points for staff, clients, and service providers. 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...
- Assess recent advancements in AI technology and its implications for CPAs.
- Distinguish key categories of AI technology.
- Recognize relevant AI nomenclature.
- Identify high-impact CPA use cases and associated risk management considerations.
Major Topics
The major topics that will be covered in this course include:
- State of AI technology in 2026: capabilities, limits, and vendor solutions landscape
- Essential terminology: models, training data, prompts, agents, guardrails, and more
- CPA use cases: accounting, tax, advisory, and more
- Risk management and data governance: data privacy, bias, accuracy, documentation
- What’s next: near-term trends and how to evaluate new tools
