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AI 101: Overview, Basics, and Use Cases From an Accounting Perspective

AI 101: OVERVIEW, BASICS, AND USE CASES FROM AN ACCOUNTING PERSPECTIVE

Available Date(s)
Thursday, January 23, 2025: 10:00AM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Information Technology
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This webinar will introduce attendees to the evolving impact of AI and large language models on the accounting profession. Our presenter will explore AI's vast capabilities in automating tasks, enhancing fraud detection, improving financial forecasting, and redefining auditing and compliance practices. Attendees will learn how generative and predictive AI systems work and their practical applications within accounting firms. The session emphasizes ethical considerations, regulatory impacts, and strategies for leveraging AI to drive productivity and value in accounting and will contain use cases and real-world examples to demonstrate various approaches.

Learning Objectives:


  • Recognize the transformative role of AI in automating accounting tasks and improving decision-making processes

  • List generative and predictive AI technologies and their applications in financial analysis and fraud detection

  • Evaluate the ethical, privacy, and regulatory considerations of integrating AI into accounting practices

  • Identify strategies for implementing AI in accounting firms to enhance client services and operational efficiency

  • Outline foundational knowledge of AI tools and resources for continuous professional growth in the accounting field


This webinar will be the first in a multi-part webinar series from seasoned ethics presenter Herb Rubenstein. Additional webinars in this series are coming soon!

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Herb Rubenstein is the President of Herb Rubenstein Consulting. He is the co-author of Breakthrough, Inc.: High Growth Strategies for Entrepreneurial Organizations (Financial Times/Prentice Hall, 1999). In addition, he was the lead author of  Leadership Development for Educators (Rowman and Littlefield, 2009), and the author of Leadership for Lawyers, 2ed. (American Bar Association, 2008).  He has published over 200 articles and 200 videos on business strategy, entrepreneurship, leadership, boards of directors, and improving how organizations function and deliver value which can be read and viewed at www.herbrubenstein.com.  

He taught the Capstone Course at the University of Colorado’s Graduate School of Business in the Global Energy Management.  That course was titled “Strategic Management” and he also taught the course “The Future of Energy” in London and “The Future of Energy Regulation” in Washington, DC for UC Denver.  He also served as an Adjunct Professor of Strategic Planning at George Washington University and has been an Adjunct Professor of Entrepreneurism at George Mason University and Colorado State University.

He has his law degree from Georgetown University, his Master of Public Affairs from the LBJ School of Public Affairs, a graduate degree in sociology from the University of Bristol in Bristol, England, and a Phi Beta Kappa/Omicron Delta Kappa graduate from Washington and Lee University in 1974.  At the age of 67, Herb Rubenstein became a Class A Member of the PGA (2020) and now sits on two Board of Directors Committees – DEI and Places to Play.  He passed the player’s ability test (PAT) at the age of 65 and started the largest PGA Junior League in America exclusively for scholarship kids in Brooklyn in 2016 when he became interested in expanding the game of golf to all children in America, girls and women, minorities and low-income people globally.  He has taught online for almost thirty years.

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Herb Rubenstein Consulting (HRC) is a network of consultants specializing in business, marketing, strategic planning, finance, organizational development, and sustainability. With offices located in Lexington, Virginia, HRC works as a partner with business and governmental clients in long-term, high-value, consulting relationships. In this rapidly changing world, organizations engage HRC to enhance their profitability, promote program and organizational effectiveness, improve employee performance, increase sales, and achieve measurable improvements in key performance areas.