Virtual
Agentic AI for CPAs: Automate Workflows with Intelligence 26-27
Date: Aug. 28, 2026
Time: 9 – 11 a.m. PT
CPE: 2
Overview
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.
Product Code
1000004767-138293
Credit Type
CPE: 2CPE-Technical: 2Intended Audience
CPAs and other financial professionals who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows.
NASBA Field of Study
Information Technology
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None
Learning Objectives
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
Other Dates
Faculty
John Higgins
Meet John Higgins, CPA. CITP, the visionary behind Higgins Advisory, LLC, specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate but master today’s digital landscape. He has founded and sold two CPA technology advisory startups in his career and now focuses exclusively on helping accounting professionals understand and apply emerging technologies....
More about John HigginsAdditional Details
This prerecorded broadcast is provided through our partnership with Higgins Advisory, LLC. Instructor will be available via the chat feature.