AI 101 for CPAs: Core Concepts and Practical Applications
Overview
*** Save 15% when you bundle 3 or more AI & Emerging Technology Series courses using the code AIBUNDLE at checkout. A list of qualifying courses can be found HERE***
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.Highlights
• ABC’s of how generative AI tools (e.g. ChatGPT, Copilot, 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
Prerequisites
None
Designed For
Anyone working in accounting, tax or finance who wants to gain better understanding of what AI is and how it can be applied
Objectives
• 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.
Preparation
None
Leader(s):
Leader Bios
John Higgins, Strategic Technology Advisor, CPA Crossings, LLC
John H. Higgins, CPA.CITP
Strategic Technology Advisor
Higgins Advisory, LLC
Rochester, Michigan
John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital
transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain
technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm.
John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies
Non-Member Price $110.00
Member Price $85.00