November 16, 2026

Live Webcast

NASBA 8

Unlocking AI: Fundamentals and Generative AI for Accountants Webcast

November 16, 2026
Live Webcast
NASBA 8
  • View Bio

    Instructor

    Kerry
    Roberts

    View Bio

    Kerry Roberts

    Bio
    Kerry E. Roberts, CPA, is a frequent public speaker and presenter. In addition to presenting for Surgent, Kerry is a member of the Tennessee General Assembly. Prior to working with the Tennessee General Assembly, Kerry was a business owner and CEO for 25 years. His background includes being president and chairman of a national business association, partner in a CPA firm, audit staff for a ?Big 8? accounting firm, and adjunct accounting faculty for Lipscomb University. Kerry is a 1983 graduate of Lipscomb University (accounting major). Married since 1987, Kerry and his wife are the parents of three kids and live in Springfield, Tennessee. His hobbies include cycling, two antique Triumph convertibles, and tending to a 160-year-old home.
This course covers the foundational concepts of artificial intelligence (AI) and its relevance to accounting. Participants will explore various AI applications, including generative AI and prompt engineering, and understand the benefits, challenges, and future trends associated with AI integration in accounting.

Learning Objectives

  • Understand the fundamental concepts of artificial intelligence and its relevance to accounting
  • Explain the principles of generative AI (i.e., ChatGPT), distinguish it from non-generative AI, and explore its frequent use cases
  • Apply best practices for creating prompts and explore examples of impactful prompts
  • Practice common prompt engineering techniques and approaches for writing effective prompts

Major Topics

  • Introduction to AI in accounting
  • Generative AI in accounting and prompt engineering

CPE Credits Available

NASBA 8
4
Information Technology (NASBA) - NASBA
4
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None. Access to ChatGPT during the course is encouraged but not required. Participants can create a free account by visiting chatgpt.com and clicking ?Sign Up.?

Advanced Preparation

None. Access to ChatGPT during the course is encouraged but not required. Participants can create a free account by visiting chatgpt.com and clicking ?Sign Up.?

Intended Audience

CPAs and accountants at all levels seeking a greater understanding of artificial intelligence

Provider

Surgent McCoy CPE LLC

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    Price includes $20.00 early registration discount(s) - expires 10/26

    Price includes $20.00 early registration discount(s) - expires 10/26

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    Price includes $0.00 early registration discount(s) - expires 10/26

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