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.

This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel's Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. Participants will learn how to integrate different data sources, create meaningful relationships, and develop insightful metrics to drive business decisions.

Participants will explore various aspects of data modeling such as establishing relationships, creating calculated columns, and understanding the intricacies of basic DAX (Data Analysis Expressions) measures. These skills are vital for anyone looking to extract meaningful insights from large and complex datasets.

Attendees will be introduced to advanced concepts such as the strategic use of calculated columns versus measures, and the differentiation between explicit and implicit measures. This knowledge is crucial for developing sophisticated data models that not only provide accurate results but are also efficient in terms of performance. The course will also cover the creation and use of hierarchies and Key Performance Indicators (KPIs), essential for any robust data analysis framework. To ensure that the learning is well-rounded and applicable, the course includes practical exercises in using pivot tables within Power BI. This helps in validating and enhancing the measures and models created, ensuring they are robust and reliable for real-world application.

"Build a Data Model for Analysis in Power BI" is an essential course for professionals aiming to leverage the full potential of Power BI 's data model. Whether you're looking to streamline your data analysis process, enhance your reporting capabilities, or drive insightful business decisions, this course will equip you with the necessary skills and knowledge.

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 Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.
• Building Relationships: Techniques to establish and manage relationships between different data sets.
• Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.
• Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.
• Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.
• Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.
• Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.

Who will benefit:

Anyone interested in mastering data modeling techniques using Microsoft Power BI.

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

One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them.

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 current cybersecurity threats and how to mitigate data breach risk.
• Describe how to avoid malware and other security threats

Who will benefit:

Anyone interested in fraud trends

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 leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and 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:

• Fundamentals of accounting policy manuals in traditional and AI contexts
• The PRIME Method framework for AI-assisted policy development
• Strategic implementation of AI tools including ChatGPT, Claude, and Copilot
• Internal control and risk management policy creation
• AI and generative AI usage policies for accounting firms
• Sustainability and ESG reporting policy frameworks
• Predictive analytics and forecasting policy development
• Regulatory compliance considerations in AI-generated policies

Who will benefit:

This course is designed for accounting professionals seeking to leverage AI tools to streamline policy manual development while maintaining quality, compliance, and firm-specific customization.

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

In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities.

Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs.

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

• A review of the various lookup functions, beyond VLOOKUP
• Learn which lookup works best for your situation
• How to apply the many lookup functions
• Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively
• An in-depth review of the following functions:
  • VLOOKUP / HLOOKUP
  • XLOOKUP
  • MATCH / INDEX
  • XMATCH
  • INDIRECT
  • FILTER
  • SORT / SORTBY
  • UNIQUE
• An overview of some newer functions

Who will benefit:

Any Excel user that wants to learn how to use the LOOKUP functions

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 using ChatGPT's GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks, and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications.

custom versions of ChatGPT with added skills and knowledge for specific tasks or industries.

This course is designed to guide accountants on how to leverage these enhanced ChatGPT

functionalities to streamline financial workflows, analyze data, and engage in more dynamic,

multi-modal interactions.

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 Builder platform and interface for accounting professionals
• Creating accounting-specific custom instructions and knowledge bases
• Implementing financial data analysis capabilities through GPTs
• Designing GPTs for tax preparation assistance and compliance checking
• Building client communication tools with accounting terminology
• Enhancing bookkeeping efficiency with automated GPT workflows
• Security and confidentiality considerations for financial data

Who will benefit:

This course is ideal for accounting professionals, financial analysts, and tax specialists who want to leverage AI to enhance productivity, accuracy, and client service while reducing time spent on repetitive tasks.

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

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.

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.
• 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.

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.

Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product.

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:

• Fundamentals of machine learning and AI algorithms
• How generative AI models like ChatGPT function
• Practical examples of generative AI in accounting, finance and tax
• Key terminologies and concepts simplified
• AI Agents for process automation

Who will benefit:

Anyone who wants to develop a comprehensive foundation of knowledge about generative AI and its potential for CPAs.

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