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Monday, December 7, 2026 Live Webcast

AI at Work for CPAs (E2612804)

9:00 AM - 12:00 PM EST
webcast

ON24

3 CPE Credits in SK

OVERVIEW

This session is for accounting and finance professionals who want to use AI with confidence and judgment. Greg Boone, CEO of Walk West, will cover how generative AI actually works, how to prompt it well, how to pick the right tool and model for the task, and how to use it safely with client and company data.

DESIGNED FOR

CPAs and accounting professionals

BENEFITS

  • Explain how generative AI produces answers and why it can be confidently wrong
  • Write a structured prompt that gets a usable first draft
  • Match a task to the right tool and model
  • Run a review loop before any AI output reaches a client or a filing
  • Leave with one saved prompt for a real recurring task

HIGHLIGHTS

  • Foundations: the AI technology stack, why generative AI is not a calculator, and the terms that matter
  • Prompting: a five-part prompting framework with tax and controller examples, plus a live demo
  • Your AI assistant: web answers vs answers grounded in your own files
  • Models and agents: fast vs reasoning models, routing the task, and features most people never open (second live demo)
  • Working safely: a review loop, Do / Don't / Escalate for tax, audit, advisory and industry, and four red flags

COURSE LEVEL

Basic

INSTRUCTOR

Greg Boone

Greg Boone
(4.8)

CEO

Walk West

Read bio

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Register Today


Note: Online pre-registration will close on December 7 at 9:00 AM.

ADDITIONAL OPTIONS

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ALSO AVAILABLE

COURSE DEVELOPER

NJCPA Education Foundation, Inc.

AREAS OF INTEREST

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