Learn AI’s role in
Transforming Accounting
Know the FUNDAMENTALS OF ARTIFICIAL INTELLIGENCE that most don’t bother to learn.
No technical expertise? No problem. We’ve crafted this course to be accessible, engaging, and incredibly insightful, even if you’re new to AI.
What you’ll learn
Learn the difference between a NON-AI PROCESS, a BIASED AI GENERATOR, and an AI GENERATIVE TOOL (currently being used in the accounting profession).
Understand why NOT understanding the FUNDAMENTALS OF AI will put CPAs at a professional DISADVANTAGE.
What you’ll leave with
KNOWLEDGE: Gain experience through practical examples to feel comfortable using AI tools in your daily work.
CONFIDENCE: Be able to confidently have conversations with consultants or vendors who might be selling a program/process that is not really AI.
CPE CREDIT: Improve your understanding of the fundamentals of AI while earning credits toward your annual CPE requirements.
| Date: | Stay Tuned for 2026 Courses |
| Time: | 8-11 am PST | 11-2 pm EST |
| Difficulty: | Overview |
| Prerequisites: | None |
| Credit Type: | CPE: 3 CPE-Technical: 3 |
| Intended Audience: | CPAs, enrolled agents, financial professionals, and professional staff. |
| Topics: | Artificial Intelligence |
Meet your instructor
Taught the fundamentals of AI to Lehigh University undergraduates & the Eckardt Scholars Honors Program since 2016
Gave a presentation on artificial intelligence to journalism professors worldwide at the WJEC Paris Conference
Courses offered through CalCPA for CPE credits
Guest speaker for NASBA Summit as a Sponsor in the Spotlight and presented lecture on the fundamentals of AI for non-tech CPAs
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Contact Us
Craig@tdfactfind.com
Jeffrey@tdfactfind.com