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AI Prompt Engineering Masterclass for Accountants

ID: 66211
Wednesday May 28, 2025 03:30PM - 05:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

  • Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.
  • Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.

  • Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.

  • Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.

  • Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.

  • Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.

  • Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.

  • Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.

  • Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.

  • Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.

Who will benefit:

This course is ideal for accountants, financial analysts, and CPAs seeking to optimize their interaction with AI tools like ChatGPT for more strategic, accurate, and in-depth financial insights.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Grading Your Auditors - Are You Getting the Most Value?

ID: 66212
Wednesday May 28, 2025 04:00PM - 06:00PM
Topics:
Audit + Assurance
Non-members
$111.25
Members
$89.00
Your price
$111.25

An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

  • Limitations in roles and responsibilities an auditor can accept without impairing independence
  • Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances
  • Evaluating your auditor's time and project management stills
  • Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit

Who will benefit:

Anyone who manages the external auditor relationship


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

How to Start a CFO Service

ID: 66213
Wednesday May 28, 2025 05:00PM - 06:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$68.75
Members
$55.00
Your price
$68.75

This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

  • What business owners really want from a CFO/business advisory service (it's not what you think).
  • How to determine if you're qualified to provide CFO/business advisory services.
  • Why now is the right time to be providing CFO/business advisory services.
  • How to get new clients to your practice and how to approach existing clients.
  • Why clients need you and why you need them.
  • How much you should be charging for this type of service.
  • How to provide a CFO/business advisory service in the most efficient way possible.

Who will benefit:

Accountants, CPAs, bookkeepers, and enrolled agents.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Cryptocurrency 15 Years Later - A Market Update

ID: 66214
Thursday May 29, 2025 09:00AM - 10:00AM
Non-members
$68.75
Members
$55.00
Your price
$68.75

Bitcoin, the original cryptocurrency, was released in 2009. After 15 years the cryptocurrency market consists of over 5,000 unique coins/tokens with a market capitalization of over 1.5 trillion as of 1/1/24. This course will provide an update on the cryptocurrency market and the blockchain technology that supports it.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

  • Update on the cryptocurrency marketplace
  • Cryptocurrency exchanges - the good, the bad and the ugly
  • Overview of cryptocurrency taxation regulations
  • The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more
  • Blockchain technology update

Who will benefit:

Anyone who is interested in getting up to speed on the current state of the cryptocurrency marketplace.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Implementing and Maintaining an Internal Control System

ID: 66215
Thursday May 29, 2025 09:00AM - 05:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$298.75
Members
$239.00
Your price
$298.75

Many organizations are successful as they create a system of internal controls, however some fail to properly implement the measures that are established. Moreover, entities regularly neglect the important process of testing, monitoring, and updating control procedures, which weakens the entire internal control structure. This session provides an overview of control creation methods and discusses ways to successfully implement policies and procedures. Additionally, it includes an array of control maintenance checklists that participants can take and adapt to their organization as they work to improve policies and procedures. Finally, it provides an understanding of the need for dynamic, fluid controls that adapt to changes in business tools and methods. Participants that take this course will have a strengthened ability to implement and maintain an internal control system.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

  • Control creation and implementation basics
  • Implementation and update procedures for an Internal Control system
  • Maintaining existing internal controls

Who will benefit:

Accounting and other business professionals that would like to have an understanding of internal control implementation and testing procedures.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

What's Changing in A&A for Governmental Entities (2025)

ID: 66216
Thursday May 29, 2025 09:00AM - 01:00PM
Topics:
Audit + Assurance
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We will then switch to the audit side of the house to examine the impact of the 2024 Compliance Supplement on Single Audits and the changes to the Uniform Guidance. We close with a look at common deficiencies found in Single Audits.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

  • A look at the GASB standards that are effective this year.
  • GASB 100, Accounting Changes and Error Corrections.
  • GASB 101, Compensated Absences.
  • The impact of the 2024 Compliance Supplement on Single Audits.
  • Changes to the Uniform Guidance.
  • Common deficiencies found in Single Audits.

Who will benefit:

Practitioners and members in industry responsible for accounting and financial reporting for governmental entities.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Advanced ChatGPT for Accountants

ID: 66217
Thursday May 29, 2025 09:30AM - 11:30AM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. You'll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

  • Introduction to ChatGPT and its Applications in Accounting.
  • Custom Instructions (CI) for Persistent Context in Financial Conversations.
  • Analyzing Financial Statements and News Releases using ChatGPT.
  • Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.
  • Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.
  • Image Analysis for Asset, Space, and User Interface Design.
  • Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.

Who will benefit:

This course is designed for accountants, financial analysts, and other finance professionals looking to leverage AI technology for enhanced financial decision-making, process optimization, and innovative problem-solving.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Become a Data Analysis Expert

ID: 66218
Thursday May 29, 2025 10:00AM - 12:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging.

You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data.

Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:
  • Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.
  • Data Modeling: A comprehensive discussion of building a data model and calculating metrics.
  • Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.

Who will benefit:

This course is ideal for anyone who is looking to become a data analysis expert.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Comprehensive Accounting and Financial Reporting Update

ID: 66219
Thursday May 29, 2025 10:00AM - 02:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this class include:

  • CECL for nonfinancial institutions.
  • Accounting for Paycheck Protection Program loans.
  • Accounting for web-hosting services.
  • Revenue recognition.
  • Leases.
  • FASB projects in progress.

Who will benefit:

Members in Public and Members in Business


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Navigating IRS Collections: The Collection Process

ID: 66220
Thursday May 29, 2025 10:30AM - 12:30PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

  • Overview of the IRS collection process.
  • Taxpayer rights and the Taxpayer Bill of Rights.
  • Collection due process and appeals.
  • Installment agreements and offers in compromise.
  • Wage garnishments, levies, and liens.
  • Penalties and interest.

Who will benefit:

CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals assisting cleitns with tax resolution


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.