Webinar

Agentic AI for CPAs: Automate Workflows With Intelligence

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

---

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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

• 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.

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

Who should take this program?

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

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.