May 22, 2026


Webcast Replay


2 CPE Credits

Agentic AI for CPAs: Automate Workflows with Intelligence

May 22, 2026
Webcast Replay
2 CPE Credits

Agentic AI for CPAs: Automate Workflows with Intelligence

Learning Objectives

After attending this presentation, you will be able to...

  • 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

The major topics that will be covered in this course include:

  • 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

  • Future Ready
  • 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

CPA Crossings

Register For This Event

  • MACPA Member

    $ 89 89
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  • MACPA Non-Member

    $ 110 110
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