AI for CPAs - How it Works and How to Apply it

Overview

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.

Highlights

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

Prerequisites

None

Designed For

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

Objectives

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

• Recognize the nature of generative AI and how it can be applied in the world of CPAs
• Recall key concepts and terminology associated with this rapidly evolving technology

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.