OasisLMS

AI is reshaping accounting, tax, and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls, and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape, and actionable talking points for staff, clients, and service providers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

CPAs in public practice, CFOs / Controllers, internal audit, firm / finance leaders

After attending this presentation, you will be able to...

• Assess recent advancements in AI technology and its implications for CPAs. 
• Distinguish key categories of AI technology. 
• Recognize relevant AI nomenclature.
• Identify high-impact CPA use cases and associated risk management considerations.

The major topics that will be covered in this course include:

• State of AI technology in 2026: capabilities, limits, and vendor solutions landscape
• Essential terminology: models, training data, prompts, agents, guardrails, and more
• CPA use cases: accounting, tax, advisory, and more
• Risk management and data governance: data privacy, bias, accuracy, documentation
• What’s next: near-term trends and how to evaluate new tools

• Information Technology

Group-Internet-Based

John Higgins, CPA.CITP