Agentic AI for CPAs: Automate Workflows with Intelligence

18-Dec-2026
Online
Group Internet Based

EVENT DESCRIPTION

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.

Program Content
• 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

EVENT OBJECTIVE

• Identify opportunities to deploy AI agents in your firm or business

• Distinguish between generative AI and agentic AI

• Apply agentic AI to automate your workflows

SPEAKERS

View Bio
John Higgins, CPA, CITP
Higgins Advisory, LLC
  • Date:
    Dec-18-2026
  • Start and End Time:
    01:00 PM EST - 03:00 PM EST
Event Details
  • Location:
    Online
    Group Internet Based
  • Event Title:
    Agentic AI for CPAs: Automate Workflows with Intelligence
  • Event Type:
    Educational
  • Field of Study:
    Information Technology
  • Delivery Method:
    Group Internet Based
  • Early Cut Off Date:
    Dec-18-2026
  • Company:
    Higgins Advisory, LLC
  • CPE Hours:
    2
  • Program Level:
    Update
  • Knowledge Level:
    Intermediate
  • Food Included:
    No
  • Recommended For:
    Anyone who wants to understand the fundamentals of agentic AI and how to apply it to automate your workflows
  • Approved By:
    NASBA
  • Course Level:
    Intermediate
  • Member-Only:
    No

Other Seminars in this Event

June 12, 26
View Bio
Speaker

John Higgins, CPA, CITP

Higgins Advisory, LLC
Online

Agentic AI for CPAs: Automate Workflows with Intelligence...

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. Program Content • 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

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