An Introduction to AI and ChatGPT 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 covers five practical strategies to help CPAs learn and keep up with AI in a fast-changing technological environment.

Highlights

• The background of OpenAI and ChatGPT
• Prompt Engineering
• Using ChatGPT to find CPA-related answers
• Practical strategies for keeping up with AI

Prerequisites

None

Designed For

All accounting professionals interested in AI advancements and how it can be applied in practice.

Objectives

• Determine the background of OpenAI, ChatGPT, and significant language models
• Recognize "prompt engineering" with ChatGPT to find answers and resolve issues for CPA-related subject areas
• Identify six strategies for keeping up with AI and other software technology in a fast-changing environment
• Understand how to use ChatGPT to find answers and resolve issues for accounting, tax, Excel, Alteryx, and other subject areas relevant to CPAs

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.