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Overview

2.0 Credits

AI is reshaping audit, tax, and finance. This update surveys what’s real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Leave with a clear vocabulary, a current landscape view, and actionable talking points for staff, clients, and vendors.

Objectives

  • Assess recent advancements in AI and their implications for CPA workflows and client services.  
  • Distinguish key AI categories and common terminology used in practice.  
  • Identify high-impact CPA use cases and associated risk/control considerations to discuss with stakeholders.

Major Topics

  • State of AI technology in 2026: capabilities, limits, and vendor landscape 
  • Essential terminology: models, training data, prompts, agents, guard rails 
  • CPA use cases: audit procedures, tax research/drafts, controllership 
  • Risk, control, and governance: data privacy, bias, accuracy, documentation 
  • What’s next: near-term trends and how to evaluate new tools

Designed For

CPAs in public practice, CFOs/Controllers/FP&A, internal audit, firm/finance leaders

Prerequisite

None

Advanced Preparation

None
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