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Conference

AI Tools And How They Are Changing

Individual
Teams

$399.00

Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

2 Credits: Computer Software & Applications
Event Date: May 22, 2026 9:40 am
Course Level
Intermediate
Format
Conference

Course Description

The AI Honeymoon is over, and now is the time for AI to prove its worth. Generative AI tools such as ChatGPT, Gemini, and Copilot have been with us since 2022, yet most business professionals’ AI skill sets, efficiency, and effectiveness have not advanced. Participate in this session to learn about the latest developments in AI, including governance, internal controls, and creative techniques to use AI to analyze data. You will also learn about Agentic AI and why and how this powerful form of AI will forever change how you conduct business.

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Learning Objectives

Identify examples of issues that should be addressed in corporate AI policies. List examples of AI risks that organizations should address. Differentiate between Generative AI and Agentic AI. Cite examples of how Agentic AI can be deployed

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Course Specifics

Course ID
26CNewOrleans-Fri-B3
Prerequisites

Fundamental understanding of generative AI and related tools

Advanced Preparation

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Thomas G. (Tommy) Stephens, Jr. Headshot

Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as internal controls for …

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