Navigating the Next AI Landscape: Generative AI, From Chatbots to AI Agents for Accounting Professionals
From AICPA & CIMA
Go to the official page ↗Direct official link
What you'll learn
You learn to tell chatbots, copilots, custom assistants and AI agents apart, match accounting tasks to the right tool, design workflows with human review gates, and plan a 90 day AI pilot with the right controls.
- Gen AI basics, prompting and human oversight
- From chatbots to AI agents
- Finance and accounting use cases
- Bounded workflows with human review gates
- Risks, controls and a 90 day roadmap
Source: the provider's official page ↗
Is this right for you?
- Level
- Beginner People new to this. You can start today with no experience.
- What you get
- Hands on skills you can use right away. No certificate, so the proof is what you do with it.
- How you learn
- Live or scheduled sessions.
- How to use it
- Turn it into proof: use the skill on one real task at work, put the result on your résumé, and lead with that story in interviews.
- Why it's worth it
- Real skills you can put to work right away. Use them on the job, show the results, and you have a story that beats a stack of certificates.
What you will pay$85 and upUpfront cost. Full details below.
- Time
- 1.5 CPE credits.
- Before you start
- None; basic level.
- How you are tested
- Live webcast.
- Renewal
- None stated.
- Full cost details
- $85 nonmember; $69 for AICPA or CIMA members. Access lasts 3 months after purchase.
- Where it applies
- Online; NASBA CPE for US accountants.
Checked at the source Oct 21, 2026
Sources and what we verified
AICPA webcast page: date, prices, 1.5 CPE, topics and learning outcomes ↗What we verified: Single dated webcast on January 5, 2027. Purchase grants 3 months of access, so a recording may be available afterward, but the page does not confirm it.
Fees and eligibility can change. Confirm current terms with the issuer before you pay.
Also listed for: AI for Accounting and Finance