2025 Recorded Course Catalog

This course explores the transformative role of artificial intelligence (AI) in accounting and auditing, highlighting its vast potential while addressing the associated risks and ethical considerations. Participants will discover how to harness AI tools to enhance efficiency and innovation, while mitigating challenges such as overreliance, data security vulnerabilities, and ethical dilemmas. Through case studies and interactive discussions, you’ll gain practical skills to navigate AI complexities, ensure trustworthy outputs, and uphold ethical standards in today’s fast-paced digital environment. Upon completing this course, a learner will be able to:

• Recognize procedures over the reliance on technology-driven outputs
• Recall data security challenges associated with increased use of artificial intelligence and technology
• Identify ethical considerations and best practices for maintaining professional integrity while leveraging AI tools

Technology adoption often comes with resistance, but it’s possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics, and automation, and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM), and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. Upon completing this course, a learner will be able to:

• Identify organizational needs for technology adoption using the Strategic Alignment Model (SAM) to ensure alignment between technological capabilities and business objectives.
• Recall employee-specific roadblocks to technology usage, drawing on the Technology Acceptance Model (TAM) to identify factors affecting internal user's acceptance and engagement.
• Recognize the key components of the Diffusion of Innovation theory, including adopter categories and influencing factors, and explain their relevance in understanding customer or client responses to technological innovations.

Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI), and automation, and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies, and actionable tips, you’ll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. Upon completing this course, a learner will be able to:

• Identify the latest audit technologies and tools available in the marketplace.
• Identify advancements in data analytics, artificial intelligence (AI), and automation that are transforming the audit process.
• Recognize the benefits and challenges of integrating these technologies into their firm’s audit practice.