June 12, 2026


Live Webcast


2 CPE Credits

Agentic AI for CPAs: Automate Workflows with Intelligence

June 12, 2026
Live Webcast
2 CPE Credits

Agentic AI for CPAs: Automate Workflows with Intelligence

  • View Bio

    Instructor

    John
    Higgins

    View Bio

Learning 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

Major Topics

• 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

CPE Credits Available

2 CPE Credits
2
Information Technology

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology

Prerequisites

Basic understanding of generative AI concepts

Advanced Preparation

None

Intended Audience

Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your

workflows

Provider

Higgins Advisory

Register For This Event

  • MACPA Member

    $ 95 95
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  • MACPA Non-Member

    $ 195 195
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