March 21, 2025

Webinar

2 CPE

Webinar (CPA Crossings): Accountants, Meet Chatbot: Starting ChatGPT Conversations 🗓️

March 21, 2025
Webinar
2 CPE

Webinar (CPA Crossings): Accountants, Meet Chatbot: Starting ChatGPT Conversations 🗓️

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    Instructor

    Garrett
    Wasny

    View Bio

    Garrett Wasny, MA, CMC, CITP/FIBP

    Bio

    Garrett is an award-winning speaker and professional development consultant to professionals worldwide. He will help you to thrive in the digital age and unleash your online potential using productivity, search, mobile and social technologies.

🗓️ View additional dates for this course

The presentation highlights the game-changing potential of ChatGPT in the realm of AI-driven conversations and its specific benefits for accountants in their analytical and advisory roles. It demonstrates how this AI tool can be seamlessly integrated into various platforms, making it a versatile and valuable addition to accountants' professional toolkits. With its unprecedented language capabilities, ChatGPT opens up new horizons for interactions with artificial intelligence. You'll walk away with a foundational understanding of the limitless potential of AI chatbots and how these new digital tools can help accountants enhance productivity and deliver superior value to their clients and stakeholders. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

Learning Objectives

After attending this presentation, you will be able to...
  • Identify the versatility and wide application of ChatGPT across various platforms like the default ChatGPT website, Bing, Excel, Google Sheets, and Google Docs.
  • Apply the knowledge of using ChatGPT in their preferred environment, recognizing how it can be seamlessly integrated into their daily workflow.
  • Evaluate the benefits and limitations of ChatGPT across different platforms and assess its effectiveness in their professional context.
  • Analyze various use cases of ChatGPT in accounting scenarios and the implications on their existing workflow.
  • Formulate an understanding of accessing ChatGPT through various interfaces like the ChatGPT Playground and the OpenAI API
  • Formulate potential new ways to use ChatGPT in their accounting practices, exploring how it can enhance their productivity and decision-making processes.
  • Reflect on the ethical implications and potential security considerations of using an AI tool like ChatGPT in their professional practice.

Major Topics

The major topics covered in this course include:
  • ChatGPT Basics
  • Custom Instructions
  • Playground
  • OpenAI API Key
  • ChatGPT in Bing
  • ChatGPT in Excel
  • Microsoft 365 Copilot
  • ChatGPT in Google Sheets
  • ChatGPT in Google Docs
  • Plugins
  • Code Interpreter
  • Using ChatGPT for Financial Analysis
  • ChatGPT File Uploader
  • ChatPDF

CPE Credits Available

2 CPE
2
Information Technology

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Technology

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

This course is ideal for accountants, auditors, and financial professionals intrigued by AI and seeking to incorporate modern tools like ChatGPT into their workflows. It will be especially beneficial for those interested in improving efficiency, client communication, and data analysis using AI.

Provider

CPA Crossings, LLC

This event has ended.