Webinar Details
Course Description
Artificial intelligence is rapidly becoming part of the conversation for CPA firms, but many leaders are still trying to understand what it actually means for their business. AI is everywhere, but most CPA firms are still figuring out where to begin.
This session is designed to help CPA firm leaders understand what AI is, where it can help, what risks to watch for, and why firm data needs to be clean and connected before AI can truly deliver value.
Attendees will walk away with a clearer understanding of AI terminology, practical CPA firm use cases, common risks, data readiness considerations, and the first steps needed to build a responsible AI strategy.
Learning Objectives
- Understand basic AI terminology and concepts relevant to CPA firms
- Identify practical AI use cases across firm operations and client service
- Recognize common AI risks related to accuracy, privacy, and security
- Identify why clean, connected data is important for AI readiness
- Discover how to outline practical first steps for preparing a firm for AI adoption
Prerequisites
- None
Who Should Attend
CPA firm leaders and CPAs in public accounting or accounting services.
Advanced Preparation
None
Presenter Details
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Dirk Shimpach
- Founding Partner, CPA
A former Controller, Financial Analyst and CPA, Dirk spent over a decade in business management roles. This allows him to quickly understand opportunities for improvement across all business departments from sales and marketing to finance and operations. He has over 20 years in CRM, ERP and Accounting software.
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Jared Burke
- Co-Founder and CTO
Jared Burke is the Co-Founder and CTO of PracticeERP, where he leads product innovation, technology strategy, and platform development. Passionate about building transformative technology solutions, Jared focuses on helping businesses improve efficiency, streamline operations, and gain greater visibility through connected cloud-based systems. With a background in software engineering and enterprise technology, he is dedicated to driving innovation that helps firms operate more effectively and scale for the future.
NASBA Sponsor
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Encoursa 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: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
AI for CPAs: Start With the Basics
Sponsored by Practice ERP
- Jun 30, 2026
- 11:00 AM EDT
- Credits: 1.00
FREE
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