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Accountants, Meet Chatbot: Your Beginner's Guide to Getting the AI ChatGPT Conversation Started 3 Credits

Accountants, Meet Chatbot: Your Beginner's Guide to Getting the AI ChatGPT Conversation Started 3 Credits

  • Garrett Wasny

    MA, CMC, CITP/FIBP
  • Rating

    4.4
  • Reviewed on

    January, 2024
  • Subject Area

    Information Technology

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Nov 15, 2024 | 11:00 AM ET

Learning Objective

  • Understand ChatGPT's versatility across platforms such as the default website, Bing, Excel, Google Sheets, and Google Docs
  • Integrate ChatGPT into your preferred environment to optimize daily workflows
  • Evaluate ChatGPT’s benefits and limitations across different platforms for professional effectiveness
  • Explore ChatGPT’s applications in accounting, analyzing impacts on workflow
  • Access ChatGPT through interfaces like the ChatGPT Playground and OpenAI API, and formulate potential new ways to improve productivity & decision making.
  • Consider ethical and security implications when using ChatGPT in professional practice

Course Overview

In today's rapidly evolving business landscape, the accounting industry is undergoing a remarkable transformation thanks to the power of Artificial Intelligence (AI). 

As the digital revolution continues to shape how we work and engage with technology, accountants have a unique opportunity to leverage AI to elevate their profession and deliver exceptional value to their clients.

The webinar 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.

Key Topics Covered in this course:

  • ChatGPT Basics, and Custom Instructions
  • OpenAI API Key, and Plugins
  • ChatGPT in Bing, Excel, Google Sheets, and Google Docs
  • ChatGPT for Financial Analysis, ChatGPT File Uploader, and ChatPDF
  • Microsoft 365 Copilot
  • Code Interpreter, and Summarize. Tech

Join this CPE Information Technology course, it will guide 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.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today! 

  • 3 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
  • 3 General Credit of Information Technology for Accountant/Bookkeeper/Tax Professionals
  • 3 CPD Credit of Information Technology for CPA in Canada
  • 3 CPE Credit of Information Technology for Certified Management Accountants (CMA)
  • 3 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)
  • 3 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 3 CPD Credit for Chartered Accountant - ICAEW
  • 3 CPE Credit of Information Technology for Iowa Licensed Public Accountant (IA-LPA)
  • 3 CPE Credit of Information Technology for Maine Licensed Public Accountant (ME-LPA)
  • 3 CPE Credit of Information Technology for Delaware Licensed Public Accountant (DE-LPA)
  • 3 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 3 CPD Credit for Chartered Accountants - Scotland
  • 3 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 CPE Credit of Information Technology for Certified Management Accountants (CMA)
  • 2 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)
  • 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountant - ICAEW
  • 2 CPE Credit of Information Technology for Iowa Licensed Public Accountant (IA-LPA)
  • 2 CPE Credit of Information Technology for Maine Licensed Public Accountant (ME-LPA)
  • 2 CPE Credit of Information Technology for Delaware Licensed Public Accountant (DE-LPA)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland

Additional Information

Credits

3

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, 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

4.4

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MB

Michael Boyle, AFSP

Really critical course. The presenter's practical shared-screen walkthrough which practically demonstrated ChatGPT functionality, operations in Bing, available plug-ins , and the use of ChatGPT in a commonly used applications, including: Excel, Google Sheets / Docs. The demonstrations of ChatPDF and Summarize.tech were invaluable. The subject is one Accounting, and other industries need to get in front of - or get run over.

Owen Mccafferty
Owen Mccafferty, CPA (US)

Excellent presentation. More material than time. Breaking down the presentation into lecture and then keyboard would be helpful. Many IT folks love to breeze through information introduced without a foundation in lecture. His presentation was excellent but the comprehension to the audience was hampered, especially in the second hour.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

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  • Certificate Vault
    Certificate Vault

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