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.
DESIGNED FOR
CPAs in public practice, CFOs / Controllers, internal audit, firm / finance leaders
BENEFITS
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.
HIGHLIGHTS
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
PREREQUISITES
None
ADVANCE PREPARATION
None