Course ID: CHATGPT1

Navigating the Next AI Landscape: Generative AI – From Chatbots to AI Agents for Accounting Professionals

Generative AI is rapidly moving from answering questions to completing bounded workflows, and for accounting and finance professionals the shift from chatbot to AI agent is no longer theoretical—it is an emerging reality with direct implications for productivity, work quality, and risk. This course provides a clear, practical view of today’s Gen AI landscape, explaining how chatbots work, what distinguishes a copilot, custom assistant, and true agent, and where each fits in a finance professional’s day-to-day work.

In-person and live webcast CPE credit: up to 1.5
Self-study webcast CPE credit: 1.5

Learning Objectives

Upon completion of this course, participants will be able to:

  1. Recall the distinctions among Gen AI, chatbots, copilots, custom assistants, and AI agents.
  2. Identify finance and accounting tasks where Gen AI can improve productivity and work quality.
  3. Distinguish the scenarios best suited for chatbots, copilots, custom assistants, automation, and AI agents.
  4. Recognize the risks, controls, and governance considerations for AI adoption and agent implementation.
Major Topics
  1. What Is Gen AI and How Chatbots Work – Define core Gen AI concepts and explain how chatbots produce outputs through prompting, iteration, and human oversight.
  2.  The Progression from Chatbot to AI Agent – Map the capability progression from chatbots to agents and clarify what does—and does not—qualify as an AI agent in practice.
  3. Practical Finance & Accounting Use Cases – Identify high-value finance and accounting scenarios where Gen AI can improve productivity, analysis, and repeatable work outputs today.
  4. Agents and Workflows – Learn how to design and choose bounded, controllable workflows that combine tools, steps, and human gates appropriate for finance work.
  5. Risks, Controls, and Governance – Evaluate the risk shift from “output” to “action,” and apply practical controls and governance as AI autonomy increases.
  6. What Comes Next & Discussion – Translate the concepts into an actionable near-term plan, including a 90-day roadmap, pilot structure, and discussion takeaways.
Who Should Attend

Accounting and finance professionals and accounting leaders who want to build practical Gen AI fluency and understand where chatbots, copilots, custom assistants, and AI agents fit responsibly into their work.

Fields of Study
Information Technology
Prerequisites

None. Exposure to Gen AI tools is helpful, but not necessary.

Provider
Business Learning Institute
CPE Credits
1.5
Level
Basic

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: or team@blionline.org
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×