This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment.

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:

• The accounting research transformation: Comparing Google vs. AI methodologies
• AI ecosystems and specialized models for accounting applications
• Advanced prompt engineering techniques for financial and tax research
• AI-powered search engines and deep research platforms for accounting professionals
• AI as an ideation and thinking partner for complex accounting problems
• Specialized accounting research tools and AI superstores
• Persona priming and P&P stacking methodologies for optimal AI interactions
• Ethical considerations and limitations of AI in accounting research
• The compliance chess effect: AI's impact on tax planning and regulatory response
• AI-driven automation for regulatory updates and compliance monitoring

Who will benefit:

This course is designed for accountants, tax professionals, financial analysts, and auditors who want to gain a competitive edge by mastering AI-powered research methodologies, enhancing their advisory capabilities, and streamlining complex financial analysis and compliance tasks.

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

Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession.

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:

• Overview of the current landscape for AI in business
• History of ChatGPT and generative AI
• Fundamentals of generative AI technology and related nomenclature
• ABC's of how to use ChatGPT
• Demonstration of practical ChatGPT applications for accounting, finance and tax
• A word of caution: What you should be concerned about
• Developing a ChatGPT usage policy for your firm / business

Who will benefit:

Anyone who wants to develop a fundamental understanding of ChatGPT and its potential impact on accounting, finance and tax.

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

In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet.

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

• Introduction to ChatGPT and other AI (Artificial Intelligence) language models
• Discussion of best practices for using ChatGPT with Excel
• Use ChatGPT to create, debug and explain formulas
• Use ChatGPT to learn how to use Excel features
• Use ChatGPT to automate repetitive tasks in Excel
• Use ChatGPT to easily create macros

Who will benefit:

This course is designed for students, professionals, and enthusiasts seeking to leverage the potential of ChatGPT to enhance their Excel skills and productivity.

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

This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools.

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:

• Financial Modeling with ChatGPT Integration
• Advanced Ratio Analysis Techniques
• Risk Assessment and Scenario Analysis
• Valuation Methods and ChatGPT Applications
• Utilizing Performance Metrics in Financial Analysis
• Data Analysis and Interpretation with AI
• Investment Analysis Enhanced by ChatGPT

Who will benefit:

Accountants and financial analysts seeking to deepen their expertise in financial analysis through the integration of AI and ChatGPT tools will greatly benefit from this course.

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

In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI's powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for increased business analysis efficiency, profitability, and growth. It also provides hands-on training for implementing these techniques in real-world scenarios.

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

• Introduction to ChatGPT and its applications in the business advisory context
• In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.
• Practical case studies demonstrating application of ChatGPT in accounting business analysis
• Key challenges faced by accounting firms and how ChatGPT can help overcome these
• Best practices for implementing AI tools in the accounting sector
• Future opportunities and trends in AI-enhanced business advisory services

Who will benefit:

Ideal for business advisors, owners, analysts, accountants and consultants interested in leveraging AI tools to enhance service offerings. Suitable for AI students and researchers, data science, and business administration wanting to explore practical applications of AI in business advisory domains.

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

Learn how to enhance your Excel workflows with AI in this course, “AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity.”

Discover the various AI features built into Excel and how to use ChatGPT to create, understand and troubleshoot Excel functions and formulas.

Imagine turning two-hour Excel tasks into two minutes of effort!

This course will help you streamline your Excel work, research and documentation, saving you time and effort in your day-to-day tasks.

Learning Objectives:

'- Recall several AI features built into Excel and how to utilize them.

- Identify how to utilize ChatGPT to create and understand Excel functions and formulas.

- Recall how to research topics and troubleshoot errors in Excel with ChatGPT.

- Identify methods of how ChatGPT can aid you (and speed up) properly documenting your Excel workbooks.

Who will benefit:

- professionals who work with Excel and want to enhance their productivity.

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.

This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes.

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 GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.
• Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.
• Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.
• Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.
• Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.
• Integration with Google Maps  - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.
• DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.
• Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.
• Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.
• Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.

Who will benefit:

The course is designed for CPAs and accounting professionals who want to incorporate AI-driven visual data analysis into their financial management processes

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

Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take."

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:

• ChatGPT and generative AI technology primer
• Building your generative AI vocabulary
• Dig deeper into your engagement research to develop a higher quality advisory service
• Polish your client reporting with the help of ChatGPT
• Developing your ChatGPT client advisory services
  • Start with client education. You don’t need to be a technical expert to be an educator
  • Use AI to help your clients automate their workflows / business processes
  • Build better spreadsheets with ChatGPT and Excel
  • Help your clients identify, evaluate and select applications for their business

Who will benefit:

Anyone who wants to enhance their client advisory services by integrating AI into the mix.

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

The course provides a concise overview of how accountants can use ChatGPT to assist with communications involving intricate and often sensitive topics that require a deep understanding of both financial principles and human resource policies. These conversations can range from budgeting and compensation to ethical considerations and regulatory compliance. The course also explores the use of ChatGPT in crafting clear, accurate, and empathetic responses to complex queries related to financial audits, tax planning, and employee benefits. It emphasizes the importance of balancing technical financial knowledge with effective communication skills to address diverse stakeholders' needs in various scenarios, from internal team discussions to client consultations.

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:

• Complex and nuanced communications related to:
• Budget Allocation and Negotiation Techniques
• Compensation and Benefits Structuring
• Managing Financial Performance and Layoffs
• Financial and HR Aspects of Mergers and Acquisitions
• Regulatory Compliance and Ethical Financial Practices
• Strategies for Financial Crisis Management
• Effective Performance Management Systems

Who will benefit:

Accountants and financial professionals who regularly engage in intricate conversations encompassing both financial expertise and human resource insights will find this course immensely valuable.

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

This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients.

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

Major topics covered in this course include:

• Introduction to ChatGPT and artificial intelligence chatbot technologies
• Automating frequently asked questions and the onboarding process
• Verifying and reviewing financial records
• Providing real-time support to clients
• Generating financial reports
• Automating tax return preparation and financial planning
• Providing guidance on financial decision making

Who will benefit:

This course is ideal for accountants and other financial professionals who are looking to incorporate ChatGPT and artificial intelligence chatbot technologies into their work.

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