Agentic AI for CPAs: Automate Workflows with Intelligence
Overview
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The newest evolution of AI technology is Agentic AI. This technology enables you to deploy AI agents to take action on your behalf and execute tasks. Agentic AI is the key enabler to using AI technology to automate your workflows. Learning how to take advantage of AI agents provides a substantial competitive advantage. This course will teach you the fundamentals of agentic AI and how you can put them to work in your firm or business.Highlights
• Introduction to agentic AI concepts and terminology • Case studies for using AI agents in accounting, finance and tax services • Step by step demonstration of creating and deploying an AI agent • Introduction to Microsoft Copilot Studio agent builder • Developing your AI agent deployment strategy
Prerequisites
Basic understanding of generative AI concepts
Designed For
Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows
Objectives
• Identify opportunities to deploy AI agents in your firm or business • Distinguish between generative AI and agentic AI • Apply agentic AI to automate your workflows
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