AI in Action Series

Overview:

The AI in Action Series is a practical, profession focused learning pathway designed to emphasize real world application rather than advanced theory, helping participants move from curiosity to confident use. By demonstrating how AI can streamline routine tasks, detect anomalies, and improve document review, the series empowers participants to reclaim time and enhance productivity—without feeling overwhelmed.

Courses in the Series:

Hands On with AI: Prompting Essentials for CPAs

Wednesday, May 13, 2026 | 12:00 pm - 1:00 pm
Introduces the practical use of AI through effective prompt design, showing how structured inputs improve output quality while reinforcing the need for professional review and judgment.

How to Identify Deep Fakes, Social Engineering, and Cyber Crime

Wednesday, May 20, 2026 | 12:00 pm - 1:00 pm
Provides practical awareness training to help professionals recognize and respond to AI driven fraud, deepfakes, and social engineering threats using real world examples and simple verification strategies.

Designing Repeatable AI Workflows

Wednesday, May 27, 2026 | 12:00 pm - 1:00 pm
Builds on prompting fundamentals by teaching how to design structured, reusable AI templates and workflows that produce consistent, reviewable, and defensible outputs for recurring professional tasks.

Build Your Personal AI Clone Agent

Wednesday, June 03, 2026 | 12:00 pm - 1:00 pm
Focuses on adopting an AI first mindset and creating a personalized AI agent that captures individual expertise and style to automate repeatable tasks and multiply professional productivity.

Course Content: 

In this course, you will gain knowledge about the following topics:

Hands‑On with AI: Prompting Essentials for CPAs

• Structuring prompts to produce clear and reviewable outputs
• Using AI to summarize contracts and extract key financial terms
• Applying AI to forecasting and scenario analysis
• Identifying anomalous transactions in general ledger data
• Professional review and accountability when using AI outputs

How‑to‑identify Deep Fakes, Social Engineering and Cyber Crime

• Simple Framing Story
• Quick Plain‑Language Explanation of the Threats
• Hands‑On Exercise: “Real or Fake?”
• Case Study: Deepfake CFO Scam
• Hands‑On Exercise: The “Verification Drill”
• Case Study: The AI Email That Looked Perfect
• Deepfake Awareness Demo 
• The “Three Questions Rule”
• Strengthen basic controls
• Protect internal data
• Protect your own digital footprint
• Must‑Do Takeaway Checklist

Designing Repeatable AI Workflows

• Designing structured prompt templates for recurring tasks
• Creating reusable AI “skills” to support consistent outputs
• Defining scope, boundaries, and assumptions within templates
• Standardizing output formats for review and documentation
• Managing variability and error risk in AI‑assisted workflows

Build Your Personal AI Clone Agent

• Why an AI first approach is critical for organizations today
• Key insights from the coming disruption reshaping professional work
• What an AI Clone Agent is and how it amplifies personal productivity
• How to design, train, and refine an AI agent using your knowledge and workflows
• Practical examples of tasks your AI Clone can automate to save time

Learning Objectives: 

Upon completing this course, you should be able to:

Hands‑On with AI: Prompting Essentials for CPAs

• Explain how prompt design affects the quality and reliability of AI outputs
• Apply structured prompting techniques to common accounting workflows
• Identify appropriate and inappropriate uses of AI in professional practice

Designing Repeatable AI Workflows

• Explain why repeatability and consistency matter in professional AI use
• Design prompt templates for common accounting and advisory tasks
• Create structured AI templates that support professional review

Who Will Benefit: 

The AI in Action Series is designed for CPAs, accounting and finance professionals, advisors, operational leaders, and business staff seeking practical, responsible ways to apply AI in their work. It is particularly relevant for those involved in financial analysis, approvals, documentation, workflows, or handling sensitive information who want to improve efficiency and consistency while maintaining professional judgment and accountability. The series is ideal for professionals looking to move from theory to hands‑on AI adoption, regardless of organization size or technical background.