Free CPE Training: Put AI to Work in Your Practice (the Right Way)

Sep 16, 2026 | Trainings

Join Payroll Management and Wolters Kluwer for a free, 2-credit CPE webinar on building AI workflows CPAs can actually trust. November 13, 2026.

Every CPA and bookkeeper we work with is hearing the same message right now: you should be using AI. What’s harder to find is someone showing you how to do it well, in a way that holds up to the compliance and professional skepticism your work demands.

That’s exactly why we’re hosting one.

Payroll Management has partnered with Wolters Kluwer to bring local CPAs a free training worth 2 CPE credits: AI as Your Partner: Advanced Financial Analysis Beyond Basic Prompting. It’s practical, it’s built for the way you actually work, and it’s completely on us.

Past the hype, into the workflow

Most AI conversations stall on the basics: type a prompt, get an answer. This session goes where the real value is. You’ll learn how to move from one-off prompts to repeatable, multi-step workflows that can spot anomalies, run deep variance analysis, and automate the kind of testing that usually eats your afternoon.

The idea isn’t to hand off your judgment. It’s to protect it. You’ll see how to treat tools like ChatGPT, Claude, and Microsoft Copilot as capable analytical partners that handle the repetitive work, while you stay firmly in control of the review and the sign-off.

What you’ll walk away with

In two hours, you’ll learn how to:

  • Build step-by-step AI workflows for complex financial analysis
  • Protect sensitive client data, from privacy settings to closed-loop systems
  • Use AI to catch variances and anomalies in high-volume data
  • Validate AI output and spot hallucinations before they reach a client
  • Integrate AI into your existing Excel and Power BI work

You’ll leave with client-ready talking points, workflows you can use right away, and a clearer sense of where AI fits in your practice, and where it doesn’t.

Led by someone who does this for a living

The session is taught by Stephen Yoss, a CPA and technology strategist who helps financial professionals adopt new tools without losing the control and compliance their firms depend on. It’s real expertise, aimed at real day-to-day work.

The details

Save your spot

Seats are ready when you are. Registration is handled through our partner Wolters Kluwer, and it takes about a minute.

Register for the free CPE training

Have questions before you sign up? Reach out anytime. We’re real people, and we’re always glad to help.