The AI Revolution in 2026: What CPAs Should Know
Overview
AI is reshaping accounting, tax, and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls, and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape, and actionable talking points for staff, clients, and service providers.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this course include:
- State of AI technology in 2026: capabilities, limits, and vendor solutions landscape
- Essential terminology: models, training data, prompts, agents, guardrails, and more
- CPA use cases: accounting, tax, advisory, and more
- Risk management and data governance: data privacy, bias, accuracy, documentation
- What’s next: near-term trends and how to evaluate new tools
Prerequisites
None
Designed For
CPAs in public practice, CFOs / Controllers, internal audit, firm / finance leaders
Objectives
After attending this presentation, you will be able to...
- Assess recent advancements in AI technology and its implications for CPAs.
- Distinguish key categories of AI technology.
- Recognize relevant AI nomenclature.
- Identify high-impact CPA use cases and associated risk management considerations.
Preparation
None
Leader(s):
Leader Bios
John Higgins, Owner, Higgins Advisory, LLC
John H. Higgins, CPA.CITP is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience as the founder of two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm.
John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Non-Member Price $109
Member Price $89