Built for What’s Next
Free CPE Webinar Series · Earn 1 CPE credit per session*
AI in tax is evolving faster than most firms can plan for, and what comes next will reward firms whose people and processes are ready for it. This two-part series helps tax leaders do both: equip your team with the right skills in Part 1, then ready your firm's processes for an AI-enabled future in Part 2.
Each session pairs Blue J's tax experts with live demos, audience polls and practical next steps, and earns you 1 CPE credit when you attend live.
Implementing AI for Junior Staff: A Framework for Accounting Firms
November 4th 2:30-3:30 PM ET · 1 CPE credit*
When your juniors hit a tax question they can’t answer, where do they turn: Google, a general-purpose AI tool, or a senior whose billable hours take the hit?
Today's graduates arrive without the research training their seniors had, and they're filling the gap with whatever is fastest. This session shows how to prepare your people, from choosing the right tools to training juniors and setting firm guardrails, with a live walkthrough of the research workflow.
Learning Objectives:
By the end of this session, you’ll be able to:
- Identify where junior staff go for tax research today and the risks each source creates for your firm
- Distinguish the differences between general-purpose AI tools and purpose-built AI for tax research
- Apply a three-step workflow for AI-assisted research: frame the question, review and de-risk the position, and produce the work product
- Recognize the core components of a firm-level AI policy, including review procedures and training cadence
From Answers to Action: Turning the Evolution of AI Into a Firm Advantage
November 19th 2:30-3:30 PM ET · 1 CPE credit*
How much of your team’s week goes to work they’ve done a hundred times before, but have to start from scratch every time?
AI is moving beyond answering tax questions to doing more of the work itself. This session shows how to ready your firm's processes for that shift, from spotting what's ripe for automation to deciding whether to build or buy, with a live, follow-along workflow.
Learning Objectives:
By the end of this session, you’ll be able to:
- Describe how tax technology has evolved from legacy research tools to AI workflows
- Identify the recurring manual processes in your firm and the costs they create
- Differentiate an AI workflow from a prompt series, checklist or macro
- Evaluate build, buy and hybrid approaches to adopting AI workflows
Register for one or both sessions today. Can't attend live? We'll send the recording — though only live attendance earns CPE credit.
Program Details:
The below program details apply to both sessions.
- Event Location: Virtual
- Program Level: Overview
- Prerequisites: None
- Advance Preparation: None
- Delivery Method: Group Internet Based
- Field of Study: Information Technology
- CPE Credits: 1.0
* To earn CPE credit, attendees must join the live session individually, stay for at least 50 minutes and respond to at least 3 polling questions. Certificates will be available post-event for eligible participants.
Refunds, Cancellations, and Complaints:
Refunds & Cancellations: This program is free of charge, so no refunds apply. In the event Blue J must cancel the course, all registrants will be notified by email.
Complaint Policy: For complaints or concerns, please contact the Blue J office at 1-800-607-6105.
Blue J 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 web site: www.nasbaregistry.org