CPE & Events Catalog
CPA Technology Conference: AI Tools, Data, and Digital Transformation: VIRTUAL
There is little doubt that we are in the midst of unpresented transformation in the services we provide as CPAs and CFOs and the way we deliver them. Technology, of course, is at the core of this transformation. Therefore, it is imperative that you place emphasis on learning about current and emerging technologies that can empower you to be more productive, profitable and most importantly today, innovative in your service delivery.
This conference is designed to inform you of how to take advantage of today's technology tools such as artificial intelligence, data analytics and digital communications to compete in this rapidly evolving environment and grow your business and your professional skills.
Learning Objectives
- Identify technology capabilities to pursue in the next 12 months based on impact and feasibility.
- Analyze and communicate data more effectively using modern approaches.
- Compare three top generative AI platforms across accuracy, data protection, integration, extensibility, and cost.
- Identify specific and practical opportunities to optimize your Microsoft 365 ROI.
- Analyze real‑life case studies to determine how firms have successfully implemented AI to improve marketing outcomes.
Highlights
2026 Technology Update: Emerging Trends That Matter
From Numbers to Narratives: Mastering Data Analysis for CPAs
ChatGPT / Google Gemini / Microsoft 365 Copilot Shootout
AI Powered Excel: Transforming Workflows with Microsoft Copilot & ChatGPT
Microsoft 365: Supercharging CPA Productivity
AI-Enabled Marketing Strategy for Firms
Field of Study: Information Technology, Specialized Knowledge, Technology
Who Should Attend
Any CPA, CFO or Financial professional who wants to reinforce their professional skills and knowledge in the field of information technology to remain relevant and increase market value.
