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ChatGPT: Complex Financial and HR Conversations 2.5 Credits

ChatGPT: Complex Financial and HR Conversations 2.5 Credits

  • Garrett Wasny

    MA, CMC, CITP/FIBP
  • Rating

    4.7
  • Published on

    May, 2024
  • Subject Area

    Information Technology

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Sep 26, 03:00 PM ET

Learning Objective

  • Apply the C.A.R.E. method to navigate complex conversations effectively, as advised in the documents.
  • Utilize ChatGPT and similar models to streamline communication in financial and HR contexts, per document recommendations.
  • Employ ChatGPT to draft responses to simulated financial irregularities and HR compliance breaches, following documented strategies.
  • Evaluate different LLM approaches' efficacy in addressing HR challenges such as layoffs, diversity, and harassment, based on document discussions.
  • Analyze LLMs' impact on stakeholder engagement during financial reporting and investor relations scenarios, as per document insights.
  • Develop a training module integrating LLM usage for accountants and HR professionals, drawing from documented methodologies.

Course Overview

In today's dynamic business landscape, navigating complex financial and HR conversations is essential for organizational success. Whether discussing budget allocations, payroll adjustments, or workforce restructuring, these discussions require a delicate balance of financial acumen and human resource management skills. Let's explore how to approach these conversations effectively.

The course provides a concise overview of how accountants can use ChatGPT and other Large Language Models (LLMs) to assist with communications involving intricate and often sensitive topics requiring a deep understanding of financial principles and human resource policies. These conversations range from budgeting and compensation to ethical considerations and regulatory compliance.   The course also explores the use of ChatGPT in crafting clear, accurate, and empathetic responses to complex queries related to financial audits, tax planning, and employee benefits. It emphasizes the importance of balancing technical, and financial knowledge with effective communication skills to address diverse stakeholders' needs in various scenarios, from internal team discussions to client consultations.

Key topics –

  • Understanding Complex Financial Conversations
  • Exploring Complex HR Conversations
  • The Accountant as a Strategic Partner in Financial and HR Challenges
  • Utilizing Large Language Models (LLMs) for Complex Conversations in Accounting
  • Detailed Walkthrough of the C.A.R.E. Method Steps: Compile, Analyze, Respond, Execute
  • Adapting the C.A.R.E. Method for HR Conversations
  • Guidelines for Maintaining Privacy and Security When Using ChatGPT

Join this CPE course to benefit those who must balance detailed financial matters and sensitive human resource topics in their professional communications.

For more webinars on Information Technology, click here.

  • 2.5 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
  • 2.5 General Credit of Information Technology for Accountant/Bookkeeper/Tax Professionals
  • 2.5 CPD Credit of Information Technology for CPA in Canada
  • 2.5 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 24-39XED)

    Valid upto : Dec 31, 2024

  • 2.5 CPE Credit of Information Technology for Certified Management Accountants (CMA)
  • 2.5 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 668479)

    Valid upto : Nov 30, 2024

  • 2.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 2.5 CE Credit of Financial Accounting and Reporting for Certified Treasury Professional (CTP)
  • 2.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 2.5 CPD Credit for Chartered Accountant - ICAEW
  • 2.5 CPE Credit of Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 2.5 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 2.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2.5 CPD Credit for Chartered Accountants - Scotland
  • 2.5 CPD Credit for CPA - Ireland

  • 2 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
  • 2 General Credit of Information Technology for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit of Information Technology for CPA in Canada
  • 2 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 673174)
  • 2 CPE Credit of Information Technology for Certified Management Accountants (CMA)
  • 2 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 24-7F46Z)
  • 2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 2 CE Credit of Financial Accounting and Reporting for Certified Treasury Professional (CTP)
  • 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountant - ICAEW
  • 2 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 2 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland

Additional Information

Credits

2.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Garrett Wasny
Garrett Wasny , MA, CMC, CITP/FIBP

Account Executive, BUSINESS & INT’L TRADE EDITORIAL

  • 4.5
  • rating
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Garrett Wasny, MA, CMC, CITP/FIBP, is an artificial intelligence skills advisor to accountants worldwide and Director of the forthcoming AI Accounting Future Forum. This groundbreaking platform is set to revolutionize how accounting professionals engage with artificial intelligence. A former Price Waterhouse management consultant, Garrett has authored 60+ ebooks, delivered thousands of seminars and webinars to elite accounting enterprises around the globe, and developed dozens of AI apps on accounting technology, tax and ethics topics. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.7

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LG

Lauie Glynn-thornton, SHRM - CP

The value that myCPE has provided to me has already proven itself in just two classes! With the annual fee for unlimited classes, I have already worked through 3.5 credits of the 6 left on my certification. For the purpose of comparison to 3.5 credits on other platforms, I have saved up to $400-$600. Having said that, I really enjoyed this ChatGPT class with Garrett Wasny, having not yet dipped into these uncharted waters, and as close to retirement as I could be, I did not want to walk down this (technological) path. However, I am now really excited to get started on this new adventure in HR and Finance. I feel it will be very helpful in day to day operations and will save me a significant amount of time. Thank you.

Jennifer Van
Jennifer Van, CPA (US)

I really enjoyed this course. I felt like this was very rewarding for me as a manager. I learned things about ChatGPT that I didn't realize you could do. Very informative presentation.

Inclusions
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