AI Introduction Workshop for CPAs 2024

Overview

Artificial intelligence (AI) platforms such as ChatGPT are transforming our profession and the way we work. The purpose of this course is to provide CPAs with the background of ChatGPT and to show through examples how to use its vast capabilities to effectively find answers to accounting, tax, Excel, Alteryx, and other technical issues. This course also goes beyond ChatGPT to introduce other productivity tools and strategies to help CPAs learn and keep up with AI in a fast-changing technological environment. Plan to be working simultaneously in this livestream workshop.

Highlights

• AI terms and a plain English explanation of what they mean
• How to use ChatGPT for accounting, tax, and technical issues (Excel, Alteryx, etc.)
• Practical strategies for keeping up with the fast pace of technology
• An introduction to AI tools in addition to ChatGPT
• Insight into how other companies are using AI and other emerging technologies

Prerequisites

Some working knowledge of ChatGPT.

Designed For

CPAs looking to incorporate ChatGPT and other AI tools into their practice.

Objectives

• Understand the background and foundational concepts of OpenAI, ChatGPT and generative AI
• Know how to use "prompt engineering" and customize it to generate AI responses to meet specific needs
• Be able to use ChatGPT to find answers and resolve issues for accounting, tax, Excel, Alteryx, and other subject areas relevant to CPAs
• Learn practical strategies for keeping AI and other emerging technologies in a fast-changing environment

Preparation

Please have a ChatGPT profile created. This will be a working session using the platform.

Notice

This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).