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Webinar

New

Agentic AI for CPAs: Automate Workflows With Intelligence

If you have questions about this event, please call us at 952-831-2707.

Friday, June 12, 2026
9-10:50 a.m. Central
2 CPE (2 technical)

Course code: 26WM-P007
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Agentic AI represents the next leap in automation for accounting and finance professionals. This course explains how AI agents can take action, execute tasks and streamline repetitive workflows in ways that traditional generative AI cannot. Learn core concepts, explore accounting use cases, walk through the process of building an AI agent. Through practical demonstrations, identify opportunities to implement agents in your firm or organization.

Sign up for the bundle to register for all the webinars in the series at a discount!

Major subjects

  • Agentic AI concepts and terminology.
  • Accounting, finance and tax use cases.
  • Step-by-step creation of an AI agent.
  • Introduction to Microsoft Copilot Studio agent builder.
  • Developing an AI agent deployment strategy.

Learning objectives

  • Identify opportunities to deploy AI agents in accounting and finance.
  • Distinguish between generative AI and agentic AI.
  • Apply agentic AI to automate workflows.

Who should take this program?

  • Anyone seeking to understand agentic AI fundamentals and workflow automation.

Pricing

Standard Member Fee $109.00
checkmark Standard Nonmember Fee $139.00

MNCPA members save $30.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $139.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor John Higgins, CPA, CITP
Location Online
Area
of study
Information technology
Field(s)
of study
Information Technology - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. Basic understanding of generative AI concepts.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.