Surgent’s Artificial Intelligence for Accounting and Finance Professionals

Online

# of CPE Credits

2

Description

Artificial intelligence (AI) is transforming the accounting and finance profession at an unprecedented pace. What began as automation of repetitive tasks has evolved into systems capable of complex data analysis, natural language processing, and predictive modeling. Modern AI tools — such as generative AI, machine learning, and intelligent automation — are reshaping how professionals audit, forecast, analyze risk, and deliver client insights.

This course provides accounting and finance professionals with a comprehensive understanding of how AI is reshaping workflows, client services, and decision-making. Participants will explore current applications of AI within firms and corporate finance, assess risks and governance considerations, and learn strategies for adapting professional roles in an increasingly automated landscape. The program also examines the emerging ethical, regulatory, and data privacy challenges associated with AI adoption.

Objective

Identify and describe key forms of AI and their business applications Evaluate how AI technologies are reshaping accounting and finance workflows Understand ethical, regulatory, and security issues related to AI adoption Develop strategies for integrating AI tools to improve efficiency, accuracy, and value delivery

Advanced Preparation

None

Required Knowledge

None

Who Should Attend

Accounting and finance professionals seeking to understand the practical, strategic, and ethical dimensions of artificial intelligence and prepare for its expanding role in the profession

Credit Types

    CPE – Information Technology

Event Level:Overview
Event Code:AIP2-2026-01-WEBNR-246-01
Event Vendor:Surgent Accounting & Financial Education
Fields of Study:CPE - Information Technology
Other fields:

Registration Fees

Registration Type Price
WRS40726: Registration – Member Mem $105
WRS40726: Registration – Non-Member NM $230

CPE Sponsors LogoThe 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.