Whether as a Public Member or Member in Business, artificial intelligence is rapidly becoming a tool for CPA clients and employers, as well as in the CPA practice itself. The question is: As a CPA, how do you use AI without breaching professional conduct standards and rules, including those concerning due diligence, confidentiality, and subordination of judgment, and guard against wrong conclusions leading to inaccurate or incomplete analysis and conclusions by the AI?

This webinar explores large language models (LLMs) and the risks associated with using LLMs as a CPA practitioner, as well as ways to mitigate those risks.

Sell price $: 20.00
Course Author: Keith Jordan
Course Short Description:

This webinar explores large language models (LLMs) and the risks associated with using LLMs as a CPA practitioner, as well as ways to mitigate those risks.

Credit Hours: 1
CPE Credits Awarded *: 1
Approval Status: - None -
Course Image:

shutterstock_2244267633.jpg

Course is for: ** Main Course Library **
Course Duration: 1
Complexity of Content: Basic
Suppress in lists: No
Prerequisitses:

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Learning Objective:

  • Understand what LLMs currently can and cannot do. 
  • Determine which LLM agents and models should be used for what purpose.
  • Explain how to work with LLMs to achieve the best results.
Course Type: premium webinar
crs_type:

premium webinar

Format: live_webinars
format_crs:

live_webinars

Audit & Accounting: No
Careers: No
Ethics (NASBA): No
Excel: No
Finance: No
Human Resources (HR): No
Internal Audit: No
Leadership & Management: No
Marketing: No
Operations: No
Productivity & Tech: Yes
Risk Management: No
Sales: No
Tax: No
Free Trail: No
Other: No
Field of Study: Information Technology
crs cat:

Information Technology

CPA: Yes
CPD-IES8: Yes
CMA: Yes
CFE: No
Yellow Book: No
CGFM: No
CIA: Yes
CRMA: Yes
CPP: No
FPC: No
CTP: No
FP&A: No
CISM: No
CRISC: No
CISA: No
CIST: No
CRFS: No
SHRM-CP: No
SHRM-SCP: No
PHR: No
SPHR: No
GPHR: No
aPHR: No
PHRca: No
PHRi: No
SPHRi: No
crma_irs: No
cert type:

CPA, CPD-IES8, CMA, CIA, CRMA

Enable/Disable: Yes
CPE Credits CPA: 1
Field of Study CPA: Information Technology
CPE Delivery Method CPA: Group-Internet
Program Location CPA:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Description:
cpe/qas logo
Illumeo 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
Enable/Disable: Yes
Hours CPD-IES8: 1
Field of Study CPD-IES8: Information Technology
CPE Delivery Method CPD-IES8: Group-Internet
Program Location CPD-IES8:

Online

Description:
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES8 credit.
Enable/Disable: Yes
CPE Credits CMA: 1
Field of Study CMA: Information Technology
CPE Delivery Method CMA: Group-Internet
Program Location CMA:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Enable/Disable: No
Program Location CFE:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Enable/Disable: No
Program Location CGFM:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Enable/Disable: No
Program Location YB:

Online

Description:
The GAO's Yellow Book, Government Auditing Standards, establishes CPE requirements. Auditors performing work under GAGAS, including planning, directing, performing field work, or reporting on an audit or attestation engagement under GAGAS, need to maintain their professional competence through continuing professional education (CPE). Therefore, each auditor performing work under GAGAS should complete, every two years, at least 80 hours of CPE that directly enhance the auditor's professional proficiency to perform audits and/or attestation engagements. At least 24 of the 80 hours of CPE should be in subjects directly related to government auditing, the government environment, or the specific or unique environment in which the audited entity operates. At least 20 hours of the 80 should be completed in any one year of the two-year period. For details on the Yellow Book CPE requirements go to http://www.gao.gov/ and https://www.gao.gov/assets/700/693136.pdf.
Enable/Disable: Yes
CPE Credits CIA: 1
Field of Study CIA: Computer science
CPE Delivery Method CIA: Group-Internet
Program Location CIA:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Description:
Registry of CPE Providers Seal


Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
Enable/Disable: Yes
CPE Credits CRMA: 1
Field of Study CRMA: Other activities contributing to professional competence
CPE Delivery Method CRMA: Group-Internet
Program Location CRMA:

Online

*Program Level: Basic
*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Description:
Registry of CPE Providers Seal

Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details CPP:
Approved by APAThis activity,   ID No. 19 ILL 000   has been approved for  1.0 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). Please make note of the Course Code on your CPP Recertification Log. For more information about certification or recertification, please visit the APA website at   www.americanpayroll.org.
Description:
approved by APA



This program has been approved for 12 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). For more information about certification or recertification, please visit the APA homepage at www.americanpayroll.org.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details FPC:
Approved by APAThis activity,   ID No. 19 ILL 000   has been approved for  1.0 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). Please make note of the Course Code on your CPP Recertification Log. For more information about certification or recertification, please visit the APA website at   www.americanpayroll.org.
Description:
approved by APA



This program has been approved for 12 Recertification Credit Hour(s) toward RCH recertification through the American Payroll Association (APA). For more information about certification or recertification, please visit the APA homepage at www.americanpayroll.org.
Enable/Disable: No
Program Location CTP:

On Demand/Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Description:
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Approved for up to 2.4 CTP/CCM recertification credits by the Association for Financial Professionals
Enable/Disable: No
Program Location FP&A:

On Demand/Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

Description:
fp&a logo



Approved for up to 2.4 FP&A recertification credits by the Association for Financial Professionals
Enable/Disable: No
Program Location IRS-EA:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details IRS-EA:
pre-approved by IRSThis activity,   ID No. XXXXXX has been approved for  #### CPE credit hours toward IRS Enrolled Agent (EA) continuing education requirements. In accordance with the standards set forth in Circular 230 section 10.6, CE credits have been granted based on a 50-minute hour.
Enable/Disable: No
Program Location CISM:

Online

Description:
Your specific provider of Continuing Professional Education accreditation has final authority on the acceptance of individual courses for CPE credit.
Enable/Disable: No
Program Location CRISC:

Online

Description:
Your specific provider of Continuing Professional Education accreditation has final authority on the acceptance of individual courses for CPE credit.
Enable/Disable: No
Program Location CISA:

Online

Description:
Registry of CPE Providers Seal

Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Enable/Disable: No
Program Location CIST:

Online

Description:
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD credit.
Enable/Disable: No
Program Location CRFS:

Online

Description:
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD credit.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details SHRM-CP:
pre-approved by SHRMThis activity,   ID No. XXXXXX has been approved for  #### recertification credit hours toward SHRM-CP™ and SHRM-SCP™ recertification through the Society of Human Resource Management® (SHRM®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the Society for Human Resource Management website at   www.shrm.org.
Description:
approved by SHRM

Illumeo is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP℠. This program is valid for 2 PDCs for the SHRM-CP℠. For more information about certification or recertification, please visit www.shrmcertification.org.

Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details SHRM-SCP:
pre-approved by SHRMThis activity,   ID No. XXXXXX has been approved for  #### recertification credit hours toward SHRM-CP™ and SHRM-SCP™ recertification through the Society of Human Resource Management® (SHRM®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the Society for Human Resource Management website at   www.shrm.org.
Description:
approved by SHRM

Illumeo is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-SCP℠. This program is valid for 2 PDCs for the SHRM-SCP℠. For more information about certification or recertification, please visit www.shrmcertification.org.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details PHR:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details SPHR:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details GPHR:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details aPHR:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details PHRca:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details PHRi:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
*Program Location:

Online

*Prerequisites:

No advanced preparation or prerequisites are required for this course.

~Credit Details SPHRi:
pre-approved by HRCIThis activity,   ID No. 000000 has been approved for  1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at   www.hrci.org.
Description:
pre-approved by HRCI
This program has been approved for 2 Business aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: No
Hours: 1.0
Free Marketing Course: No
Sponser: Illumeo
Participation: Group
Instructor: Live
Speaker Description:
l-keith-jordan.jpg

L. Keith Jordan, CPA

L. Keith Jordan is a Certified Public Accountant based in Texas. He has been an accountant for over 40 years and has been a Controller in both industrial and academic settings.
Mr. Jordan maintained a sideline practice for many years, and was a QuickBooks ProAdvisor for more than 18 years. He joined the Certified ProAdvisor program shortly after it started, and ended his participation during 2019 because his full-time practice had become focused on his CPE course creation and delivery efforts.
Mr. Jordan is a published author of numerous CPE courses. Some of these courses involve accounting and productivity software such as QuickBooks; Adobe Acrobat; Microsoft Excel and Access; Google Sheets and Forms; and LibreOffice Calc and Base, and many of these courses teach students how to use code scripting and other techniques to create a dynamic, interactive experience for users. Other CPE courses involve regulatory and behavioral ethics for CPAs, where Mr. Jordan is a contributing author or the sole author.
Speaker Description:

Jennifer_Robbins.jpg

Jennifer Bryant Robbins, Webinar Manager, Illumeo

Jennifer is a marketing specialist and the webinar manager for Illumeo. She has been a part of more than 500 webinar presentations, supporting our expert presenters and Illumeo users alike. When she’s not moderating webinars, she’s creating and managing marketing content.

Short Description:

This webinar explores large language models (LLMs) and the risks associated with using LLMs as a CPA practitioner, as well as ways to mitigate those risks.

Short Type Name: Educational Webinar
From Date: Thursday, 5 November 2026, 11:00 AM
To Date: Thursday, 5 November 2026, 12:00 PM
Webinar Learning Objective:

  • Understand what LLMs currently can and cannot do. 
  • Determine which LLM agents and models should be used for what purpose.
  • Explain how to work with LLMs to achieve the best results.
Instruction: Live
Presence: Remote