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Self-Study CPE
AI SERIES: AUDIT & COMPLIANCE
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LEVERAGING AI FOR DATA ANALYSIS & REPORTING
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AI & ACCOUNTING: WHAT YOU NEED TO KNOW
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INFORMATION SECURITY FOR CPAs
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AI 101: OVERVIEW, BASICS, AND USE CASES FROM AN ACCOUNTING PERSPECTIVE
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Self study cpe
AI 201: Refining Organizational AI Skills for Accountants

AI 201: REFINING ORGANIZATIONAL AI SKILLS FOR ACCOUNTANTS

CPE Processing Fee$30.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Information Technology
CE Credits 0.0 hours
Course LevelIntermediate
Instructional MethodQAS Self-Study
PrerequisitesFunctional knowledge of AI-based tools
Advance PreparationNone
Recorded DateFebruary 24, 2025
Date OfferedMarch 20, 2025
Expiration DateMarch 20, 2026
Course Description

This course will show attendees how to utilize AI-based tools at the organizational level in addition to improving personal skills with AI tools in the workspace. This presentation will also cover the extensive developments in the AI space from the end of 2024 and the beginning of 2025 that have most affected AI end users.

This presentation will demonstrate that the most effective use of AI and AI-based tools at an organizational level involves a firm-wide embrace of these tools, which will require best practices, change management principles, and leadership by early adopters to achieve the best organizational outcome.
 



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Evaluate the role of AI tools in helping prepare for negotiations, meetings, and potentially difficult conversations

  • Identify how to use AI tools to build profitable, information-based products and even a Knowledge Management System with valuable writings, analysis, and guidance for internal and external use

Herb ai201refiningorganizationalaiskillsforaccountants videoimage
Handout Materials
Presentation Slides
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:03:43 minutes
QUESTION 2: 0:52:56 minutes
QUESTION 3: 0:55:11 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Herb Rubenstein is the President of Herb Rubenstein Consulting. He is the co-author of Breakthrough, Inc.: High Growth Strategies for Entrepreneurial Organizations (Financial Times/Prentice Hall, 1999). In addition, he was the lead author of  Leadership Development for Educators (Rowman and Littlefield, 2009), and the author of Leadership for Lawyers, 2ed. (American Bar Association, 2008).  He has published over 200 articles and 200 videos on business strategy, entrepreneurship, leadership, boards of directors, and improving how organizations function and deliver value which can be read and viewed at www.herbrubenstein.com.  

He taught the Capstone Course at the University of Colorado’s Graduate School of Business in the Global Energy Management.  That course was titled “Strategic Management” and he also taught the course “The Future of Energy” in London and “The Future of Energy Regulation” in Washington, DC for UC Denver.  He also served as an Adjunct Professor of Strategic Planning at George Washington University and has been an Adjunct Professor of Entrepreneurism at George Mason University and Colorado State University.

He has his law degree from Georgetown University, his Master of Public Affairs from the LBJ School of Public Affairs, a graduate degree in sociology from the University of Bristol in Bristol, England, and a Phi Beta Kappa/Omicron Delta Kappa graduate from Washington and Lee University in 1974.  At the age of 67, Herb Rubenstein became a Class A Member of the PGA (2020) and now sits on two Board of Directors Committees – DEI and Places to Play.  He passed the player’s ability test (PAT) at the age of 65 and started the largest PGA Junior League in America exclusively for scholarship kids in Brooklyn in 2016 when he became interested in expanding the game of golf to all children in America, girls and women, minorities and low-income people globally.  He has taught online for almost thirty years.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

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Herb Rubenstein Consulting (HRC) is a network of consultants specializing in business, marketing, strategic planning, finance, organizational development, and sustainability. With offices located in Lexington, Virginia, HRC works as a partner with business and governmental clients in long-term, high-value, consulting relationships. In this rapidly changing world, organizations engage HRC to enhance their profitability, promote program and organizational effectiveness, improve employee performance, increase sales, and achieve measurable improvements in key performance areas.