ODX08926: AI 101 for CPAs: Core Concepts and Practical Applications
Description
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.
Objective
After attending this presentation, you will be able to... • 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). The major topics that will be covered in this course include: • ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google 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
Advanced Preparation
None
Required Knowledge
None
Who Should Attend
Anyone working in accounting, tax or finance who wants to gain better understanding of what AI is and how it can be applied
- On Demand
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.