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Free cpe webinars
Maximizing AI Tools for Accountants: Introduction to AI Agents

MAXIMIZING AI TOOLS FOR ACCOUNTANTS: INTRODUCTION TO AI AGENTS

Available Date(s)
Tuesday, March 18, 2025: 10:00AM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Information Technology
CE Credits 0.0 hours
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites Basic practical understanding of popular AI-based tools
Advanced Preparation None
Course Description

Of the many new developments in the world of Artificial Intelligence (AI) and Large Language Model (LLM) based products, one recent innovation has even more transformative potential for accountants and tax professionals, and that is the use of AI agents. This course will introduce CPAs to the growing impact and usefulness of AI agents.

Attend this webinar to learn the fundamentals of AI agents, how tools like ChatGPT and other AI-based tools work in the accounting profession, and the trade-offs of integrating those tools into a workflow. This presentation will explore real-world use cases, key benefits, and potential risks to help stay ahead of industry trends. Whether you're new to AI or looking to optimize your practice, this session will provide valuable insights into the future of accounting.

Learning Objectives

  • Identify what AI agents are and how they can transform the accounting profession

  • Recognize the use of key AI-based tools that assist in accounting workflows

  • Evaluate the benefits, risks, and trade-offs of integrating AI agents into accounting processes

  • Recognize real-world use cases demonstrating AI’s impact on efficiency, decision-making, and client services

  • Evaluate emerging AI trends and how accountants can stay ahead in an evolving profession

Linkedin

Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
[email protected]
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.


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Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Hectorgarcia companylogo
Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Doral, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several Fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers.  Hector is married with four children and lives in Weston, Florida. Hector is fluent in Spanish and English