Generative AI Strategy for Accountants

Overview

This course empowers accountants with the knowledge and skills needed to strategically implement generative AI within their firms, positioning them at the forefront of innovation and operational efficiency. As generative AI platforms like ChatGPT, Claude, and Gemini transform business practices, accountants will learn to harness these tools to drive value, streamline processes, and enhance decision-making. Through examination of the current AI landscape, practical frameworks, and real-world applications, participants will learn how to leverage AI technologies to enhance accounting operations while maintaining professional standards and ethical considerations. The course emphasizes a balanced approach to AI adoption that focuses on augmenting human capabilities rather than replacement.

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

Highlights

The major topics that will be covered in this course include:

• Evolution and current state of AI technologies in accounting
• Development of comprehensive AI usage policies and guidelines
• Implementation frameworks for integrating AI into accounting workflows
• Strategic approaches to AI-driven process automation and optimization
• Methods for identifying and capitalizing on AI opportunities
• Best practices for human-AI collaboration in accounting
• Risk management and ethical considerations for AI implementation

Prerequisites

None

Designed For

This course is designed for accounting professionals seeking to develop and implement effective AI strategies within their organizations, including partners, managers, and senior staff interested in leading AI transformation initiatives.

Objectives

After attending this presentation, you will be able to... 

• Analyze the different waves of AI evolution and their implications for accounting
• Evaluate strategic approaches for implementing AI within accounting organizations
• Design effective AI usage policies that align with professional standards
• Apply frameworks for integrating AI into specific accounting workflows and processes
• Create strategies for fostering productive human-AI collaboration
• Assess potential risks and ethical considerations in AI implementation
• Develop metrics for measuring AI implementation success and impact

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 CPA Crossings (messenger@webex.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.