Navigating the Next AI Landscape: Generative AI – From Chatbots to AI Agents for Accounting Professionals - Society of Louisiana Certified Public Accountants

Overview

Learn how to use ChatGPT to streamline your workload, save time and boost efficiency.

Highlights

What Is Gen AI and How Chatbots Work - Define core Gen AI concepts and explain how chatbots produce outputs through prompting, iteration, and human oversight.

The Progression from Chatbot to AI Agent - Map the capability progression from chatbots to agents and clarify what does—and does not—qualify as an AI agent in practice.

Practical Finance & Accounting Use Cases - Identify high-value finance and accounting scenarios where Gen AI can improve productivity, analysis, and repeatable work outputs today.

Agents and Workflows - Learn how to design and choose bounded, controllable workflows that combine tools, steps, and human gates appropriate for finance work.

Risks, Controls, and Governance - Evaluate the risk shift from "output" to "action," and apply practical controls and governance as AI autonomy increases.

What Comes Next & Discussion - Translate the concepts into an actionable near-term plan, including a 90-day roadmap, pilot structure, and discussion takeaways.

Prerequisites

None

Designed For

Accounting and finance professionals and accounting leaders who want to build practical Gen AI fluency and understand where chatbots, copilots, custom assistants, and AI agents fit responsibly into their work.

Objectives

Recall the distinctions among Gen AI, chatbots, copilots, custom assistants, and AI agents.
Identify finance and accounting tasks where Gen AI can improve productivity and work quality.
Distinguish the scenarios best suited for chatbots, copilots, custom assistants, automation, and AI agents.
Recognize the risks, controls, and governance considerations for AI adoption and agent implementation.