Mastering Workflow Automation – AI Agents and Efficiency
Overview
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The next evolution of accounting productivity lies in the shift from simple chatbots to autonomous "AI Agents." This session explores the practical application of agentic workflows in day-to-day practice, focusing on multi-step automation for tax, audit, and advisory services. We will delve into advanced prompting techniques and framework-driven automation that allows CPAs to delegate routine tasks—such as data vouching, anomaly detection, and client communications—while maintaining essential "Human-in-the-Loop" controls. Participants will discover how to design custom AI workflows that reclaim significant billable hours and transform the CPA's role from data processor to strategic supervisor.
Highlights
Topics of discussion will include:
- Transitioning from basic automation to agentic financial workflows.
Prerequisites
None
Designed For
Objectives
Preparation
None
Notice
Leader(s):
Leader Bios
Marc Hamilton, Chief Financial Officer, CDG
Marc Hamilton is a strategy-oriented finance executive with proven successes in change management. Mr. Hamilton has over 30 years of extensive practical experiences with data analytics, process design and technology implementation. His roles have provided broad exposure to functional, operational and management challenges facing organizations in the era of systems intelligence.
As a technologist CPA, Mr. Hamilton frequently speaks from his experiences on big data, data science, artificial intelligence and the developing Blockchain infrastructure.? He also frequently presents AICPA cybersecurity content.
Mr. Hamilton holds a Masters in Tax Accounting from the University of Alabama and practiced with both Deloitte & KPMG before moving into a business and industry roles including VP of Taxation, Treasurer and Chief Financial Officer.
Non-Member Price $245.00
Member Price $199.00