CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

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The AI Bundle

This AI-focused CPE bundle gives accounting and tax professionals a practical, well-rounded understanding of how artificial intelligence is changing the profession—from foundational concepts and emerging technologies to real-world applications in tax, audit, compliance, data analysis, reporting, and accounting software. The series also addresses the organizational side of AI adoption, including workflow integration, staff training, ethical considerations, data privacy, regulation, and risk. Together, these courses provide a broad view of where AI is already creating value, how firms can use it responsibly, and what CPAs should be watching as the technology continues to evolve.

Included Courses:

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AI Series – Introduction to Artificial Intelligence

Kelen Camehl, CPA, MBA

Self-Study - 1 Credits - Information Technology

AI Series – Introduction to Artificial Intelligence provides an overview of the basics of AI, including the key concepts related to AI such as machine learning, deep learning, and Natural Language Processing. This artificial intelligence in accounting and finance course provides a discussion of how AI has evolved from its early beginnings.  This AI accounting and finance technology course also provides a discussion of how AI and automation can be used in the accounting profession.

AI Series – Considerations in Tax Preparation & Research

Kelen Camehl, CPA, MBA

Self-Study - 1 Credits - Information Technology

AI Series – Considerations in Tax Preparation & Research provides an overview of the AI considerations with respect to tax preparation and tax research. This includes a discussion of how AI technology can be used in tax preparation, including automated data collection and tax optimization strategies. This artificial intelligence and accounting course also addresses how AI can be used in tax research, including how CPAs can best leverage ChatGPT. This artificial intelligence in finance and accounting CPE course concludes with a discussion of how the IRS is also using AI technology in its en...

AI Series – Leveraging AI for Data Analysis & Reporting

Kelen Camehl, CPA, MBA

Self-Study - 1 Credits - Information Technology

AI Series – Leveraging AI for Data Analysis & Reporting provides an overview of leveraging AI for data analysis and reporting in accounting. This artificial intelligence in accounting and finance course features the automation of data extraction, cleansing, and normalization processes as well as how AI facilitates automated financial analysis and forecasting. This artificial intelligence for accounting course also addresses how AI generates actionable insights from financial data which aids in strategic planning.

AI Series – Considerations for Organizations When Adopting AI

Kelen Camehl, CPA, MBA

Self-Study - 1 Credits - Information Technology

AI Series – Considerations for Organizations When Adopting AI provides an overview of some of the implementation strategies and considerations when integrating AI technologies within organizations. This artificial intelligence for accounting course addresses how you can assess readiness for AI adoption as well as integrating AI into current workflows.  This artificial intelligence in finance and accounting course also addresses the importance of training and upskilling staff to effectively utilize AI tools and some of the common challenges and barriers to AI adoption.

AI Series – Ethics & Regulations

Kelen Camehl, CPA, MBA

Self-Study - 1 Credits - Information Technology

AI Series – Ethics & Regulations explores the ethical and regulatory aspects of integrating AI in accounting. This artificial intelligence in finance and accounting course covers ethical considerations like bias, transparency, and accountability, alongside regulatory frameworks such as data protection laws and professional standards. Additionally, this ethics of artificial intelligence course addresses data privacy and security concerns and offers best practices for ensuring ethical AI usage in accounting firms.

AI Series – Technologies in Accounting Software

Kelen Camehl, CPA, MBA

Self-Study - 1 Credits - Information Technology

AI Series – Technologies in Accounting Software provides an overview of how AI is reshaping accounting software, streamlining tasks, improving accuracy, and offering advanced analytics. This artificial intelligence in accounting course covers key AI-driven features like automated data entry, intelligent invoice processing, predictive analytics, fraud detection, risk assessment, and natural language processing.  In artificial intelligence CPA technology course, we’ll also explore example case studies which illustrate AI's effectiveness in automating processes.

AI Series – Audit & Compliance

Kelen Camehl, CPA, MBA

Self-Study - 1 Credits - Information Technology

AI Series – Audit & Compliance provides an overview of how AI is used in audits and compliance tasks. This artificial intelligence in auditing course discusses how AI helps auditors identify risks by analyzing large amounts of data and setting materiality thresholds based on historical data and industry standards. Our artificial intelligence in accounting and auditing course also addresses how AI tools can also be automate audit procedures like data analysis and testing and how AI can detect anomalies and fraud by spotting unusual patterns in financial data and transactional records.

AI Series – Future Trends in AI & Software for CPAs

Kelen Camehl, CPA, MBA

Self-Study - 1 Credits - Information Technology

AI Series – Future Trends in AI & Software for CPAs provides an overview of future trends in AI and software for CPAs. This includes a discussion of technologies such as RPA, blockchain, as well as other technologies like quantum computing, edge computing, and decentralized AI.  This artificial intelligence for finance and accounting course also addresses the evolution of AI in accounting practices as well as how AI may impact jobs in the future. This artificial intelligence for accounting course concludes with a discussion of how potential legislation may impact the future of AI.

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Bundle Benefits

Curated Solutions

Each bundle has been thoughtfully curated to aid, inform, and provide shortcuts for busy professionals.

Essential Insights

Each bundle has courses relevant for firm owners, solo practitioners, corporate accountants, CFOs, CFPs, and more.

Exclusive Savings

Each bundle has been deeply discounted, offering the right combination of credits you need at a rock-bottom price. Take advantage now.