The Applied AI for Accounting Professionals program provides CPAs with a practical pathway to modernize how they work. Rather than focusing on high-level AI trends, the program emphasizes real tools and workflows accountants use every day—helping professionals improve productivity, automate routine tasks and responsibly integrate AI into their work. By combining hands-on learning with professional judgment and oversight, the program delivers immediate value while helping CPAs stay relevant as technology continues to reshape the profession.
This program is designed for:
• CPAs in public practice
• corporate accounting professionals
• auditors and assurance professionals
• tax professionals
• firm technology leaders
• accounting professionals interested in AI and automation
No advanced programming experience is required.
Participants will gain practical skills to:
• use AI tools within Excel and Microsoft 365
• automate repetitive accounting workflows
• analyze data more efficiently
• evaluate AI tools responsibly
• improve productivity across audit, tax and advisory work
These sessions are designed specifically for accounting and finance professionals, not general technology audiences.
Participants can build their skills through structured learning tiers or focused learning paths designed around specific interests or professional roles. For those seeking targeted knowledge, individual sessions are also available.
While program tiers guide participants through a structured skill progression, learning paths allow professionals to focus on the tools most relevant to their role or professional interests.
Learning Tiers are designed for professionals who want to build skills progressively, starting with foundational tools and advancing to automation and applied AI.
Designed for broad appeal across accounting and audit professionals, these sessions focus on immediate productivity gains and stronger Excel competency using tools accountants rely on every day.
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These sessions focus on reducing repetitive work and improving workflow efficiency while maintaining oversight, documentation and control.
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These courses move beyond awareness into practical implementation of AI within real accounting workflows.
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Learning Paths organize courses around professional interests and workflow needs, helping participants focus on the tools most relevant to their role or responsibilities.
Designed for professionals who want to improve everyday efficiency and strengthen core Excel and Microsoft 365 skills.
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For professionals looking to reduce repetitive work and design more efficient data workflows.
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Designed for professionals who want to apply artificial intelligence responsibly within audit and accounting workflows.
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For professionals interested in advanced data analysis techniques and AI-assisted financial insights.
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If you’re looking to build a specific skill or explore a particular tool, you can register for individual sessions based on your immediate learning needs.
