Complimentary

June 3, 2026

Live Webcast

NASBA 1

Manhattan/Bronx Chapter: Claude Cowork For Accountants: 101 - Tech Session

June 3, 2026
Live Webcast
NASBA 1
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    Instructor

    Toni
    Witt

    View Bio

    Mr. Toni Witt

    Bio
    Toni Witt is the co-founder & CEO of Sweet. He's helping practices as a "fractional AI director" evaluating workflows across the firm, setting up Claude Cowork, building automations between your tools, and training your team to hit real ROI in <5 months.

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Compare the Claude ecosystem to other agent frameworks such as OpenClaw and Perplexity Computer
  • Construct a Claude Cowork environment using plugins, Skills, and connectors
  • Assess real accounting use cases, demos, and security considerations in AI agent environments

Major Topics

  • Setting up Claude Cowork
  • plugins, skills, connectors
  • Real accounting use cases & demos
  • Security in the world of AI agents

CPE Credits Available

NASBA 1
1
Advisory Services (NYSED) (Advisory Services) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Anyone interested in learning more about Claude Cowork and how it can improve your daily life

Provider

Foundation for Accounting Education

This event has ended.