Surgent’s Agentic AI Foundations for Finance and Accounting
Description
This course introduces accounting, auditing, and finance professionals to the emerging field of agentic AI: autonomous, goal-driven systems capable of planning, acting, and learning with minimal human intervention. Participants will explore how agentic AI differs from traditional automation (RPA) and generative AI, and how these agents are being deployed in finance and accounting. The course emphasizes foundational concepts such as the Perceive–Reason–Act–Learn (PRAL) loop and ethical decision-making frameworks.
To ground abstract ideas in practice, participants will experience a brief agent simulation using basic ChatGPT, showcasing how natural language prompts can emulate agentic behavior, such as goal setting, clarification loops, and structured task execution.
The course also highlights real-world agent platforms (e.g., Microsoft Copilot, IBM watsonx, and UiPath) to provide context on enterprise adoption trends and discusses emerging global regulations such as the EU AI Act and the U.S. Executive Order on Safe AI.
Objective
Define agentic AI and differentiate it from generative AI and RPA Identify core use cases of agentic AI in finance and accounting, including scenario modeling and financial close automation Recognize the potential benefits and risks of deploying autonomous agents in financial workflows Understand global regulatory frameworks that govern agentic AI Assess the role of the accounting professional in ensuring responsible AI adoption
Advanced Preparation
None
Required Knowledge
None
Who Should Attend
CPAs, CFOs, controllers, finance managers, CITP/CISA holders or aspirants, and professionals interested in the impact of agentic systems on finance and management accounting
Credit Types
- CPE – Information Technology
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS43226: Registration – Member | Mem | $105 |
| WRS43226: Registration – Non-Member | NM | $230 |
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.