Minnesota Society of Certified Public Accountants

1650 West 82nd Street, Ste 600
Bloomington MN 55431
Ph: 952-831-2707 Fax: 952-831-7875
www.mncpa.org

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Webinar

New

Agentic AI for CPAs: Automate Workflows With Intelligence

Friday, Aug. 28, 2026
1:30-3:30 p.m. Central
2 CPE (2 technical)

Course code: 26WX-3281
View pricing

Firm administrators: Please log in before starting the employee registration process.

Alternate dates & more options

Wednesday, June 17, 2026 - Webinar
Monday, June 29, 2026 - Webinar
Monday, July 13, 2026 - Webinar
Wednesday, July 29, 2026 - Webinar
Monday, Aug. 10, 2026 - Webinar
Saturday, Sept. 12, 2026 - Webinar
Thursday, Sept. 24, 2026 - Webinar
Wednesday, Oct. 7, 2026 - Webinar

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

Standard Member Fee	$89.00
Standard Nonmember Fee	$89.00

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.

Firm administrators: Please log in before starting the employee registration process.