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ChatGPT Vision for Financial Analysis

ID: 66704
Monday June 02, 2025 10:00AM - 12:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

ChatGPT Bootcamp for CPAs with John Higgins

ID: 66705
Monday June 02, 2025 10:30AM - 02:30PM
Topics:
Technology
Non-members
$186.25
Members
$149.00
Your price
$186.25

ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day 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:

  • Review the history of ChatGPT
  • Tour of the ChatGPT app and how to use it
  • Setting up a ChatGPT account (free & premium)
  • Variety of hands-on case study examples for accounting, finance and tax
  • A look under the hood at how ChatGPT works
  • Caution - how to avoid risks in using ChatGPT
  • A look into the future potential for AI in business

Who will benefit:

Anyone who wants to develop an understanding of how the power of ChatGPT can be put to use in business and accounting through hands-on instruction.


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

Taking Advantage of Array Formulas in Excel

ID: 66708
Monday June 02, 2025 12:00PM - 02:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions. Through a combination of theoretical knowledge and practical exercises, you will learn to streamline your work and improve efficiency in Excel.

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 Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance.
  • Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios.
  • Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling.
  • Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management.
  • Using Array Constants:  This section teaches how simplify the use of static values called Array Constants

Who will benefit:

This course is ideal for professionals who regularly use Microsoft Excel for data analysis, financial modeling, or complex calculations.


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

Securing Your Data with a Password Management App - Updated

ID: 66709
Monday June 02, 2025 12:30PM - 02:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization.

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:

  • Introduction to the world of password management apps and what makes them so secure
  • Review and demonstration of top selling password management apps
  • Software features that will be reviewed
    • Password generation
    • Emergency user access
    • Entity vs. individual password management
    • Desktop vs. cloud based
    • Multi device synchronization
    • PII (personally identifiable information) forms filler
    • Credit card storage
    • Digital data vault

Who will benefit:

Anyone wants to improve the protection of their login credentials and make password management an easier task to deal with.


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

Create Visuals in Power BI to Successfully Analyze Data

ID: 66711
Monday June 02, 2025 01:30PM - 05:30PM
Topics:
Technology
Non-members
$186.25
Members
$149.00
Your price
$186.25

Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence.

The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact.

By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill.

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:

  • Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.
  • Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.
  • Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.
  • Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.
  • Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.
  • Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.
  • Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.
  • Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.

Who will benefit:

This course is ideal for business analysts, data analysts, project managers, and any professionals keen on enhancing their data visualization and analysis skills using Microsoft Power BI. It is suitable for beginners as well as those with some experience in data analytics tools.


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

Create Paginated Reports with Power BI Report Builder

ID: 66713
Monday June 02, 2025 03:30PM - 05:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence.

Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience. Enroll now and take the first step towards mastering the art of paginated reporting with Power BI Report Builder.

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:

  • Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.
  • Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.
  • Data Connection and Management: Connecting to various data sources and preparing data for reporting.
  • Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.
  • Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.
  • Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

Who will benefit:

Data analysts, business intelligence professionals, and anyone interested in developing paginated reports using Power BI Report Builder.


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

ChatGPT for Accountants: 50+ Use Cases

ID: 66714
Monday June 02, 2025 04:00PM - 06:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

Best Non-Google Search Tools for Accountants

ID: 66720
Tuesday June 03, 2025 09:30AM - 11:30AM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can be used to gain an extra edge when using any search engine. Participants will walk away with scores of new knowledge sources and streams that will complement their use of Google and improve their online research power.

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:

  • Why Advanced Search Skills Are So Critical for Accountants
  • Why You Need More than Google to Search the Internet
  • GARP: Generally Accepted Research Principles
  • Alternatives to Google
  • Advisory Search
  • Social Search
  • Specialty search
  • Search Engine resources
  • What's Ahead in Search

Who will benefit:

Practitioners who want to go beyond Google and explore alternative search platforms that can be used to diversify their online due diligence and sharpen their digital intelligence gathering.


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

Clean, Transform & Load Data in Power BI

ID: 66724
Tuesday June 03, 2025 12:30PM - 02:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities.

This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context.

Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query's features but also demonstrates how to turn complex data sets into actionable insights.

While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data, such as business analysts, project managers, and financial professionals, providing them with the tools to streamline data processes and enhance data analysis capabilities.

Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. This is not just a course about mastering a tool; it's about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation.

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:

  • Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.
  • Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.
  • Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.
  • Data Loading: Efficiently loading data into the Power BI data model.
  • Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.

Who will benefit:

This course is ideal for accounting professionals, financial analysts, and anyone who regularly works with data and seeks to improve their skills in data management and analysis using Power Query.


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

ChatGPT Bootcamp for CPAs with John Higgins

ID: 66728
Tuesday June 03, 2025 02:00PM - 06:00PM
Topics:
Technology
Non-members
$186.25
Members
$149.00
Your price
$186.25

ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day 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:

  • Review the history of ChatGPT
  • Tour of the ChatGPT app and how to use it
  • Setting up a ChatGPT account (free & premium)
  • Variety of hands-on case study examples for accounting, finance and tax
  • A look under the hood at how ChatGPT works
  • Caution - how to avoid risks in using ChatGPT
  • A look into the future potential for AI in business

Who will benefit:

Anyone who wants to develop an understanding of how the power of ChatGPT can be put to use in business and accounting through hands-on instruction.


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