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Monthly AI & Tech Update for Accounting and Financial Professionals - 11-05-26
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Monthly AI & Tech Update for Accounting and Financial Professionals
Date: 11/05/2026
Time: 3:00 PM - 4:00 PM EST
CPE Credit: 1 hour
Course Description:
This monthly one hour update keeps accounting and finance professionals current on artificial intelligence developments that affect their work. Participants will review the latest releases from general purpose AI assistants, AI agents, and AI research and document tools, along with new AI features inside productivity software, accounting software, and AI native accounting tools and startups. Each session examines new regulations at the international, federal, and state level, plus professional guidance from the AICPA, PCAOB, IRS, and state boards of accountancy. Participants will also review recent case studies and industry surveys on how accounting and finance teams are adopting AI. Every session follows the same four part structure, features one live demonstration, and closes with one specific action participants can take before the next update.
This monthly one hour update keeps accounting and finance professionals current on artificial intelligence developments that affect their work. Participants will review the latest releases from general purpose AI assistants, AI agents, and AI research and document tools, along with new AI features inside productivity software, accounting software, and AI native accounting tools and startups. Each session examines new regulations at the international, federal, and state level, plus professional guidance from the AICPA, PCAOB, IRS, and state boards of accountancy. Participants will also review recent case studies and industry surveys on how accounting and finance teams are adopting AI. Every session follows the same four part structure, features one live demonstration, and closes with one specific action participants can take before the next update.
Topics Covered:
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New releases from general purpose AI assistants and AI agents
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AI research and document tools for accounting and finance
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New AI features inside productivity and accounting software
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AI native accounting tools and startups
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International, federal, and state regulatory developments
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Professional guidance from the AICPA, PCAOB, IRS, and state boards
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Case studies and industry surveys on AI adoption in accounting and finance
Learning Objectives:
Upon completion of this course, participants will be able to:
Upon completion of this course, participants will be able to:
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Identify the AI tool releases from the past month that are relevant to accounting and finance work
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Describe new AI features added to the productivity and accounting software their firms already use
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Recognize new AI native tools and startups entering the accounting and finance market
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Summarize new regulations and professional guidance that affect how accountants may use AI
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Interpret recent case study and survey findings on AI adoption in accounting and finance firms
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Apply one specific AI practice, tool, or policy check in their own work before the next session
Who Will Benefit/Target Audience:
This course is designed for CPAs, controllers, CFOs, tax professionals, auditors, bookkeepers, firm leaders, and accounting and finance professionals who need to stay current on AI tools, rules, and adoption trends without attending a full course every month.
This course is designed for CPAs, controllers, CFOs, tax professionals, auditors, bookkeepers, firm leaders, and accounting and finance professionals who need to stay current on AI tools, rules, and adoption trends without attending a full course every month.
Prerequisite Knowledge:
A basic familiarity with generative AI tools such as ChatGPT, Claude, or Gemini is recommended but not required.
NASBA Field of Study: Information Technology
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