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Overview

2.0 Credits

New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like “LLM” and “agentic AI” really mean, and how CPAs can safely put these tools to use. You’ll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax, and finance.

Objectives

  • Identify core AI concepts (generative AI, large language models, agentic AI) relevant to accounting and finance. 
  • Differentiate common CPA/CFO use cases (e.g., research, content generation, data/document analysis.)  
  • Evaluate key risks (hallucinations, bias, confidentiality, and select mitigating controls.

Major Topics

  • ABC's of how generative AI tools (e.g. ChatGPT, Copilot, Gemini) work 
  • What inherent risks are associated with this powerful technology 
  • Actionable steps you can take to mitigate the risks 
  • Practical examples of how AI can be applied in accounting, auditing, tax and finance services

Designed For

Anyone working in accounting, tax or finance who wants to gain better understanding of what AI is and how it can be applied

Prerequisite

None

Advanced Preparation

None
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