December 15, 2025

Live Webcast

NASBA 16

Transforming Accounting with AI: Practical Insights and Applications Webinar

December 15, 2025
Live Webcast
NASBA 16
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    Instructor

    Tom
    Newell

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    Mr. Tom Newell

    Bio
    Thomas E. Newell, Jr. (Tom) is a shareholder in the firm of Newell & Newell, P.C., which is located in Columbus, GA. Tom started the firm with his wife, Silvia Newell, CPA in 1986. Prior to that, his public accounting experience included both local firms and international firms. Tom has performed hundreds of peer reviews and has been involved with the peer review program since 1989. Tom served on the Georgia Society (GSCPA) peer review committees from 1989 to 1993. In 1993, he was selected to be one of the technical reviewers for the Georgia Society Peer Review Program and served for nine years. During his time as technical reviewer, Tom worked with the GSCPA to move the peer review committee from in-person to online meetings. Tom has also served several years on the accounting and auditing committee at the Georgia Society. Tom has been a presenter at conferences and CPE courses for over 30 years. He has been a frequent presenter for the Georgia Society of CPAs at the Southeastern Accounting Show, Tax Forum (A&A topics), and the Accounting Institute. Tom is also a discussion leader for various continuing education courses on A&A topics for other state societies. He has made presentations at Fortune 500 companies and several government agencies on accounting and auditing, internal controls, and cybersecurity. As a presenter, Tom has been described as a dynamic speaker who is able to take a boring topic (accounting and auditing) and make it interesting. His skills resulted in his being awarded the Surgent Outstanding Discussion Leader Award in 2015, 2016, 2018, 2020, 2021, 2022, and 2023. Tom was recognized in 2018, 2021, and 2023 by the AICPA as an Outstanding Facilitator for his consistently high evaluations of knowledge and presentation skills. As the world of presentations has been changing, Tom has been a champion of moving to virtual presentations. He was involved in the early years of simulcasting by various state CPA societies, as well as the recording of video and audio self-study courses. Tom has now moved into the next wave of change toward the totally virtual classroom that simulates a true live classroom experience. Tom graduated cum laude from Georgia Southwestern College in Americus, GA in 1980.

Disclaimer for New York State Licensed CPAs
This seminar is approved for Behavioral Ethics credit and will be categorized in the Advisory Services subject area. It is not a substitute for the mandatory Regulatory Ethics course required by the New York State Education Department (NYSED) for license renewal.

If New York State is your principal place of business, or you are licensed only in New York State, you must complete an NYSED-approved Regulatory Ethics course to meet your ethics requirement. Behavioral Ethics credit will not fulfill that obligation.

This course is designed to provide CPAs in public and private practice with the latest insights and practical knowledge on the integration of artificial intelligence (AI) in accounting. With a focus on real-world applications and ethical considerations, this course equips accounting professionals with the skills necessary to leverage AI for improved efficiency and accuracy in their work. Having previous experience or exposure to AI is not necessary. This course will provide actionable insights and training CPAs can use on future engagements regardless of where the CPAs are along their AI learning path.

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
  • Understand the fundamental principles of AI and data ethics and their relevance to accounting
  • Describe the concepts of algorithmic bias and fairness in AI systems and develop strategies to mitigate these issues
  • Develop strategies for ensuring ethical use of AI in accounting practices
  • Understand the role of AI in transforming data analytics processes
  • Develop skills in using AI-powered tools to optimize data analytics processes

Major Topics

  • Introduction to AI in accounting
  • Generative AI in accounting and prompt engineering
  • AI and data ethics in accounting
  • Leveraging AI for data analytics in accounting

CPE Credits Available

NASBA 16
2
Regulatory Ethics (NASBA) (Regulatory Ethics (NASBA)) - NASBA
2
Regulatory Ethics (NYSED) (Ethics) - NASBA
6
Specialized Knowledge (NASBA) (Specialized Knowledge) - NASBA
6
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

Access to ChatGPT 4o during the course is encouraged but not required. Participants can create a free account by visiting chatgpt.com and clicking “Sign Up.”

Advanced Preparation

Access to ChatGPT 4o 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

This event has ended.