Date: May 20th, 2026

Time: 3pm ET | 2pm CT | 1pm MT | 12pm PT

Duration: 120 Minutes

Description:

Artificial intelligence has moved far beyond answering questions. Today, AI can plan tasks, access files, execute multi-step processes, and deliver professional outputs  functioning less like a search engine and more like a highly capable digital team member. For accounting professionals, this shift represents one of the most significant productivity opportunities in a generation.

This course introduces Claude Cowork and its practical application in accounting environments. You will learn how to transform AI from a passive assistant into an active execution engine — one that can manage workflows, generate client-ready reports, populate spreadsheets, and build dashboards across a wide range of accounting tasks.

Unlike generic AI overviews, this course is built for practitioners. Every concept is grounded in how accounting work actually gets done  from data extraction and reconciliation to client deliverables and firm reporting. You will leave with a clear, actionable blueprint for integrating AI agents into your practice.

Topics Covered

• Claude vs. ChatGPT: Key differences for professional accounting use.
• Claude Cowork architecture, capabilities, and limitations.
• Workflow automation using AI agents — how it works in practice.
• Building folder-based execution systems for recurring tasks.
• Designing instruction files that direct AI to complete complex assignments.
• Data extraction, transformation, and professional report generation.
• Risk management, governance frameworks, and safe AI deployment.
• Scaling AI-driven processes across an entire firm.

Learning Objectives

• Distinguish between conversational AI and agentic AI, and explain how each applies to real-world accounting workflows.
• Evaluate Claude Cowork’s architecture and capabilities to determine its fit within an accounting firm’s operational environment.
• Design structured, instruction-based task environments that enable AI agents to execute multi-step accounting processes autonomously.
• Build and implement folder-based automation systems that allow AI to access files, extract data, and generate professional outputs.
• Synthesize raw financial and operational data into polished deliverables — including reports, spreadsheets, and dashboards — using AI-driven workflows.
• Identify governance risks in AI-powered execution environments and apply oversight frameworks to ensure accuracy, compliance, and accountability.
• Develop scalable, firm-wide AI workflows that reduce manual effort while keeping accountants firmly in control of output quality

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 Minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Michael Rasmussen | CPA

Founder CFO Brousseau & Associates

REVREX is an AI-powered accounting platform designed to replace inefficient legacy systems with audit-ready automation and real-time monitoring. With innovative features like AI-driven expense classification and revenue reconciliation, it transforms accounting from manual data entry to strategic business insight. REVREX offers immutable financial records, business health scoring, and integrates payroll and tax workflows, empowering CPAs and businesses alike.

The platform supports scalability without adding staff while enhancing accuracy, compliance, and operational visibility. REVREX aims to set the new standard for accounting software in the age of AI by delivering secure, intelligent, and efficient financial management.