EVENT DESCRIPTION
AI is reshaping audit, tax, and finance. This update surveys what’s real in 2026: core concepts, major tools, risks/controls, and practical CPA use cases. Leave with a clear vocabulary, a current landscape view, and actionable talking points for staff, clients, and vendors.
Program Content
• State of AI technology in 2026: capabilities, limits, and vendor landscape
• Essential terminology: models, training data, prompts, agents, guard rails
• CPA use cases: audit procedures, tax research/drafts, controllership
• Risk, control, and governance: data privacy, bias, accuracy, documentation
• What’s next: near-term trends and how to evaluate new tools
EVENT OBJECTIVE
Learning Objectives
• Assess recent advancements in AI and their implications for CPA workflows and client services.
• Distinguish key AI categories and common terminology used in practice.
• Identify high-impact CPA use cases and associated risk/control considerations to discuss with stakeholders.
