Complimentary for Members

October 8, 2026

In-Person

Rochester Institute of Technology
Saunders College of Business 105 Lomb Memorial Drive, Rochester, Monroe County, New York 14623

NASBA 1
•
NYSED 1

AI for CPAs: Getting Started, Staying Secure & Working Smarter

October 8, 2026
In-Person
NASBA 1
•
NYSED 1

AI for CPAs: Getting Started, Staying Secure & Working Smarter

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    Instructor

    James
    Shomar

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    Mr. James Shomar

    Bio

    James Shomar - I'm a Co-Founder & Principal Coffeehouse CxO where we offer Innovation Capital and Innovation Studios. Innovation Capital: we partner with capital providers to acquire and invest in lower-middle market companies. Leveraging our experience as entrepreneurs we act as player-coaches to offer true hands-on support for management teams to significantly grow companies.

Join NYCPA at RIT for AI for CPA Firms: Getting Started, Staying Secure & Working Smarter, a practical introduction to how accounting firms can begin using AI—or take their current applications to the next level. CoffeeHouse AI will draw on its experience helping professional services firms evaluate AI tools, address security considerations, identify practical use cases, and build effective adoption strategies. Lunch is included, with an optional breakout session following the presentation for attendees who want to explore questions and applications in greater depth.

Learning Objectives

  • Identify and compare leading AI tools and offerings relevant to CPA firms, including common features, capabilities, and pricing models.
  • Explain key security and risk-mitigation strategies for using AI with confidential and client-sensitive information.
  • Identify practical AI use cases and adoption strategies that can improve efficiency, enhance workflows, and support broader implementation within a CPA firm.

Major Topics

  • Leading AI tools, capabilities, and pricing for CPA firms
  • AI security, confidentiality, and risk considerations
  • Practical AI use cases, workflow improvements, and adoption strategies

CPE Credits Available

NASBA 1
NYSED 1
1
Specialized Knowledge (NASBA) - NASBA
1
Specialized Knowledge (NYSED) - NYSED

Rochester Institute of Technology

Saunders College of Business 105 Lomb Memorial Drive, Rochester, Monroe County, New York 14623

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Artificial Intelligence

Prerequisites

None

Intended Audience

Accounting professionals looking to gain efficiencies, improve workflows, and better understand how AI can be applied safely and effectively in their firms.

This event has ended.