Agentic AI for CPAs: Automate Workflows with Intelligence (Live Webinar)
Overview
Course Description
Applicable for
Learning Objectives
- 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
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
Course Dates & Registration
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John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Agentic AI for CPAs: Automate Workflows with Intelligence (Live Webinar)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
Course Description
Applicable for
Learning Objectives
- 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
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
Course Dates & Registration
John Higgins, CPA.CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPD programs for thousands of CPAs for more than 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPD programs.Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.