ENG2625. Agentic AI: Real-World Applications and Implications (TCH, FIN)

Artificial intelligence (AI) is rapidly evolving from tools that respond to prompts into systems that can plan, reason, and take action across workflows, operating with delegated autonomy inside defined guardrails.

This session focuses on what is actionable today and how firms can position themselves to lead the next wave of intelligent technologies. Participants will leave with a clear framework for evaluating where Agentic AI fits within their firm, how to mitigate risk while accelerating adoption, and how innovative firms can use AI to expand capacity, enhance client value, and begin to reshape their operating model.

Learning Objectives:

• Recognize what differentiates agentic AI from generative AI.
• Identify how AI agents can orchestrate multi-step workflows across tax, audit, advisory, and operations.
• Recognize the implications AI can have for governance, risk, security, and compliance for CPA firms.
• Recall practical guidance for piloting agentic solutions without disrupting core systems.