Course Overview

Generative AI tools like Microsoft Copilot, ChatGPT, and Gemini are transforming how CPAs work—across finance, audit, tax, and operations. As adoption grows, so do the leadership challenges: How do you guide your team when each member has a different level of comfort, skill, and risk tolerance with AI tools?

This course is designed for CPAs in both industry and public practice who are leading teams through the integration of generative AI. Whether you’re part of a finance department or a public accounting firm, you’ll gain the insights and communication strategies needed to guide AI adoption ethically and effectively.

You’ll learn how to set the tone for responsible AI use, align with professional standards, and foster an organizational culture that embraces innovation while managing risk.

Learning Objectives
By the end of this course, participants will be able to:

• Explain how generative AI tools like Copilot, ChatGPT, and Gemini are impacting CPA roles across service lines
• Identify leadership responsibilities in promoting ethical, transparent, and value-aligned use of AI
• Assess team readiness and address varying levels of AI fluency and risk tolerance
• Communicate clear expectations and use policies for generative AI tools across departments
• Lead AI integration with a focus on trust, accountability, and professional integrity