Instructor
John Higgins
Instructor
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.
Some of John's notable accomplishments include: * Co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services * Founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses * Strategic technology advisor to CPA firms * AICPA Business & Industry CPA Hall of Fame inductee * Top 25 Thought Leader recognition by the _CPA Practice Advisor magazine_ (2011 - 2023) * Nationally recognized speaker on accounting technology * National technology advisory partner with BDO, LLP * Past Chair of the Michigan Association of CPAs * Michigan Association of CPAs Innovative User of Technology award * Co-author of _10 Steps to a Digital Practice in the Cloud_, published by the AICPA * Contributing author to _The Insiders' Guide to Accounting Advisory Success _on Amazon
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.
In partnership with Higgins Advisory, this program will be held on the Higgins Advisory learning platform. You will receive an access link in your confirmation email.
• 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
• 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
Basic understanding of generative AI concepts
None
Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your
workflows