Course ID: AITU

AI Toolkit Update: The New Apps CPAs Will Actually Use

AI tools are evolving quickly—this session cuts through the hype and spotlights the newest, most practical AI apps and workflows CPAs can apply immediately for research, drafting narratives, and productivity in everyday client and finance work. We’ll also cover the risk side—privacy, control gaps, and common failure modes—so you can adopt tools without creating avoidable exposure.

Live CPE Credits: 1.0

Webcast / On-demand CPE credits: 1.0

Learning Objectives

Recall uses for Claude and NotebookLM
Identify the ways a CPA specific AI program can improve the quality and efficiency of your work

Major Topics

Emerging AI Apps for Accounting and Finance – Evaluating new AI tools with practical applications for CPAs.
AI-Powered Productivity and Workflow Enhancement – Using AI for research, content drafting, analysis, and everyday professional tasks.
Managing AI Risks and Governance Considerations – Addressing privacy, controls, and common AI implementation challenges.

Who Should Attend

CPAs and accounting and finance professionals

Fields of Study

Information Technology

Prerequisites

None

Provider

Business Learning Institute

CPE Credits

1.0

Level

Basic

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