Hands-On Generative AI Bootcamp for CPAs: Practical Skills You Can Use Immediately

Early Bird Savings

Register early and save $100! Early bird pricing expires August 6, 2026.

Thursday, August 20, 2026
1:00pm – 4:00pm Eastern

Led by nationally recognized technology thought leader John H. Higgins, CPA.CITP, this interactive workshop for beginners combines real-world use cases, live demonstrations, and guided exercises to help participants build practical AI skills they can implement immediately. Attendees will learn how to leverage leading AI platforms such as ChatGPT, Microsoft Copilot, Claude, and Gemini to improve productivity, enhance decision-making, streamline workflows, analyze documents and data, develop client communications, and support advisory services.

Through hands-on case studies, participants will explore how AI can be applied to:

• Research and professional learning
• Financial and business communications
• Document review and analysis
• Data analysis and reporting
• Workflow automation and AI agents
• Strategic planning and innovation
• Advisory and client service opportunities

Learning Outcomes

Upon completion, participants will be able to:

• Identify high-value opportunities to apply generative AI across their professional responsibilities
• Utilize AI tools to improve productivity and client outcomes
• Create effective prompts that generate higher-quality results
• Analyze documents and data using AI-powered techniques
• Implement risk management and governance best practices
• Develop an AI adoption strategy for their organization or firm

Walk away with practical skills, proven prompts, implementation strategies, and the confidence to responsibly harness AI as a competitive advantage in today's rapidly evolving accounting profession.

Key takeaways include:

• Identify high-impact AI use cases across accounting, finance, tax, audit, advisory, and client service functions.
• Apply AI to everyday CPA workflows, including research, content creation, document review, data analysis, financial reporting, and client communications.
• Navigate leading AI tools with confidence, including ChatGPT, Microsoft Copilot, Gemini, and Claude, and understand where each platform delivers the greatest value.
• Prompt engineering best practices to improve the quality, accuracy, and usefulness of AI-generated outputs.
• Explore workflow automation and AI agents to streamline repetitive tasks, increase productivity, and enhance client service delivery.
• Understand key AI risk management and governance concerns, including confidentiality considerations, documentation requirements, validation procedures, and acceptable-use policies.
• Learn how to obtain traceable, source-supported responses and improve confidence in AI-generated insights through proper citation and validation techniques.

Advanced Prep

Purchase a license for either ChatGPT, Microsoft Copilot or Google Gemini (Free versions can be used but will have limitations).

PCPS members save $50:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here.

Speaker

John Higgins

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.