This course provides an overview of some of the implementation strategies and considerations when integrating AI technologies within organizations. It addresses how you can assess readiness for AI adoption as well as integrating AI into current workflows. This course also addresses the importance of training and upskilling staff to effectively utilize AI tools and some of the common challenges and barriers to AI adoption.

The other Segments of this series 'Artificial Intelligence (AI) Essentials for CPA' are:
AI Series - Introduction to Artificial Intelligence
AI Series - Technologies in Accounting Software
AI Series - Ethics and Regulations
AI Series - Leveraging AI for Data Analysis and Reporting
AI Series - Audit and Compliance
AI Series - Considerations in Tax Preparation and Research
AI Series - Considerations for Organizations When Adopting AI
AI Series - Future Trends in AI and Software for CPAs

NOTE: There is a 8 CPE Credit Hours combined course also available:
AI Essentials for CPA - Exploring Cutting-Edge Technology (Text Based Course)

Learning Objectives
  • Recognize readiness factors for AI adoption in organizations.
  • Identify steps for integrating AI into existing processes and workflows.
  • Recognize the importance of training and upskilling employees.
  • Identify common challenges and strategies for AI adoption in organizations.
Last updated/reviewed: April 8, 2024
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  AI Series - Considerations for Organizations When Adopting AI (Text Based Course)PDF