MYCPE ONE

AI Lessons Learned for Accountants 2 Credits 2 Credits

Jun 01, 2026, 03:00 PM EDT

AI Lessons Learned for Accountants 2 Credits 2 Credits

  • Garrett Wasny

    | MA, CMC, CITP/FIBP

  • Published on

    January, 1970

  • Subject Area

    Information Technology

Learning mode

Live Webinar
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Jun 01, 2026, 03:00 PM EDT

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Learning Objectives

  • Identify common mistakes in early AI adoption.
  • Explain how AI changes accounting workflows and processes.
  • Evaluate AI risks related to privacy, security, and governance.
  • Analyze AI use in risk detection and control testing.
  • Assess realistic expectations for AI efficiency and ROI.
  • Develop strategies for AI-driven advisory services.
  • Design practical AI pilots and governance frameworks.

Course Overview

AI adoption in accounting is accelerating—but what actually works in practice? Many firms experiment with AI tools without fully understanding the risks, limitations, and real opportunities.

This course explores real-world lessons learned from early AI adoption across audit, tax, advisory, and firm operations. Participants will evaluate what works, common mistakes firms make during AI pilots, and how AI impacts workflows, governance, efficiency, and client communication.

Major Topics:

  • AI pilot projects and early adoption lessons
  • Data governance, privacy, and security risks
  • AI efficiency expectations and ROI
  • AI-enabled advisory and value creation
  • Client communication and reporting
  • Risk analysis, fraud detection, and control testing
  • Workforce transformation and AI adoption strategies

The course emphasizes practical implementation strategies, including designing safe AI pilots, managing risks, and integrating AI into accounting workflows. Attendees will gain insights to improve decision-making, enhance advisory services, and responsibly scale AI within their firms.

For more AI Related Courses, Click Here. 

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 2 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC 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.

About Instructor

Garrett Wasny

Garrett Wasny | MA, CMC, CITP/FIBP

Account Executive, BUSINESS & INT’L TRADE EDITORIAL

  • 4.6
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Garrett Wasny, MA, CMC, CITP/FIBP, is an artificial intelligence skills advisor to accountants worldwide and Director of the forthcoming AI Accounting Future Forum. This groundbreaking platform is set to revolutionize how accounting professionals engage with artificial intelligence. A former Price Waterhouse management consultant, Garrett has authored 60+ ebooks, delivered thousands of seminars and webinars to elite accounting enterprises around the globe, and developed dozens of AI apps on accounting technology, tax and ethics topics. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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AI Lessons Learned for Accountants

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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