Webinar

CPAxPACK Bundle: AI-Powered Accounting

---

This CPAx Pack includes five individual sessions for a total of 12 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course.

Transform your accounting practice with our cutting-edge course bundle, designed to harness the power of artificial intelligence.

"Unlock the Power of AI with Copilot in Excel" to streamline your data analysis and reporting. Dive deeper with the "AI Prompt Engineering Masterclass for Accountants," where you'll learn to craft effective AI prompts tailored to your needs. Explore "AI for CPAs - How it Works and How to Apply it" to understand the fundamentals and practical applications of AI in accounting. Automate your tax preparation process with "1040 Tax Prep Automation with AI Tools," and discover how AI seamlessly integrates into the accounting world with "How AI Fits into the Accounting World."

Each course is meticulously crafted to provide you with the knowledge and skills needed to leverage AI for increased efficiency, accuracy, and innovation in your practice. Join us and become a future-ready CPA, equipped with the tools to excel in the evolving landscape of accounting.

Enroll today and unlock the transformative potential of AI in your accounting career!

Major subjects

• Course 1: Unlock the Power of AI with Copilot in Excel | Field of Study: Computer Software & Applications | CPE: 2 | Description: In the ever-evolving world of data analytics and business intelligence, Microsoft Excel continues to be an indispensable tool for professionals across industries. With the introduction of Copilot, Microsoft has integrated the power of artificial intelligence directly into Excel, revolutionizing how users work with data. This 2-hour interactive course, Unlock the Power of AI with Copilot in Excel, provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling users to accomplish tasks faster, more accurately, and with less manual effort. During this course, you'll discover how Copilot leverages AI to enhance productivity and streamline operations. Whether you're a seasoned Excel user or just beginning your journey, this course will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you'll see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. This course not only focuses on the technical aspects of Copilot but also highlights its potential to transform your day-to-day work, from automating repetitive tasks to uncovering trends and insights you might otherwise overlook. By the end of the session, you'll be equipped with the knowledge and confidence to integrate Copilot into your workflows and unlock its full potential in Microsoft Excel.
• Course 2: AI Prompt Engineering Masterclass for Accountants | Field of Study: Information Technology | CPE: 2 | Description: An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise.
• Course 3: AI for CPAs - How it Works and How to Apply it | Field of Study: Information Technology | CPE: 4 | Description: Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product.
• Course 4: 1040 Tax Prep Automation with AI Tools | Field of Study: Taxes | CPE: 2 | Description: There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation.
• Course 5: How AI Fits into the Accounting World | Field of Study: Accounting | CPE: 2 | Description: This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session.

Learning objectives

• Identify key features of Copilot in Excel and their applications in data analysis
• Distinguish between traditional Excel workflows and AI-enhanced capabilities
• Design effective prompts to extract meaningful, context-rich responses from AI in financial contexts
• Identify strategies to overcome AI's "lazy" response defaults and elicit deeper analysis
• Recognize the nature of generative AI and how it can be applied in the world of CPAs
• Recall key concepts and terminology associated with this rapidly evolving technology
• Recognize specific ways to leverage AI technology in your 1040 tax preparation serves
• Identify specific AI tools that can be leveraged to automate and enhance 1040 tax preparation services
• Identify basic constructs of AI
• Distinguish between discriminative and generative artificial intelligence

Who should take this program?

• CPAs interested in artificial intelligence

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $299.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

---

Related programs

April 18, 2025 | Accountants, Meet Chatbot: Starting ChatGPT Conversations | Webinar

April 18, 2025 | ChatGPT and the ELI5 Approach for Accounting Professionals | Webinar

April 18, 2025 | Business Intelligence (BI) and Business Analytics (BA) | Webinar

April 18, 2025 | ChatGPT Bootcamp for CPAs with John Higgins | Webinar

April 19, 2025 | K2's Advanced Collaboration Solutions | Webinar

---

Related products

CFO Career Upgrade with LinkedIn | Self-Study (On-Demand)

LinkedIn Profile Secrets for CPAs | Self-Study (On-Demand)

---