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.
• 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.
Program Content
• 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
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Anyone working in accounting, tax or finance who wants to gain better understanding of what AI is and
how it can be applied