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Overview

2.0 Credits
ONLINE

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

Prerequisite

None

Advanced Preparation

None
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