ChatGPT for CPAs and Finance Professionals

ChatGPT for CPAs and Finance Professionals:-

This session will demystify ChatGPT and provide practical, finance-focused examples of how to leverage it effectively. We’ll also explore its risks and limitations, empowering you to use AI responsibly while maintaining a competitive edge. Instead of fearing AI’s impact on your career, discover how to harness its potential to your advantage.

Audit and risk teams are actively working to verify AI-generated outputs, while clients demand quicker, more accurate responses. If you can’t articulate AI’s role in your processes or adapt to its evolving landscape, you risk falling behind in critical discussions.

The fear of AI replacing jobs is real—but so is the opportunity for those who embrace it. ChatGPT won’t replace CPAs and finance professionals, but those who harness AI effectively will outperform those who don’t. Imagine drafting reports, preparing client memos, analyzing regulatory changes, or brainstorming internal control narratives in minutes rather than hours. The future belongs to those who adapt.

Learning Objectives:

• Understand ChatGPT’s Capabilities
• Apply AI to Real-World Scenarios
• Mitigate Risks & Ensure Compliance
• Boost Productivity with AI Tools
• Stay Ahead in a Changing Industry

Areas Covered:

• What ChatGPT is and how it works (no technical background required)

• AI terms every finance professional should know
• Prompt writing techniques to improve outputs
• Real use cases for CPAs, controllers, and finance teams
• Drafting policies and reports
• Summarizing financial or tax regulations
• Brainstorming internal control language
• Automating checklists and templates
• Understanding the limits: when not to use ChatGPT

Who Should Attend:

• Certified Public Accountants
• Enrolled Agents
• Tax Professionals
• Tax Attorneys

• Accountants
• Tax Compliance Managers
• Finance Professionals
• Registered Agents

Credits & Information:-

      - CPE Credits: 2.0 (Field of Study: Taxes)

      - Prerequisites: None

      - Level: Basic

      - Delivery Method: Group Internet Based

      - IRS CE Provider: #PUPOT