Course description:
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
- 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
This session is ideal for CPAs, lawyers, auditors, consultants, and other regulated professionals who want to deepen their understanding of ethical AI use and reinforce sound judgment in an era of rapid technological change.
Additional Information
- Program Level: Basic
- Program pre-requisites: There are no prerequisites for this course
- Advance preparation: None
- Delivery method: Group internet-based
- CPE credits: Participants will earn 1.0 CPE credits in the field of study ofinformation technology
- Refunds and cancellations: Sheriff Consulting will issue refunds for courses cancelled by participants no later than 24 hours before the start time of the program. For more information regarding refund, complaint, and/or program cancellation, please contact our offices: garthonline@sheriffconsulting.com
Sheriff Consulting 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.
