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

Welcome to myCPE

Learning Objectives

To explain the versatility and wide application of ChatGPT across various platforms like the default ChatGPT website, Bing, Excel, Google Sheets, and Google Docs.
To apply the knowledge of using ChatGPT in their preferred environment, demonstrating how it can be seamlessly integrated into their daily workflow.
To evaluate the benefits and limitations of ChatGPT across different platforms and assess its effectiveness in their professional context.
To analyze various use cases of ChatGPT in accounting scenarios and discuss the implications on their existing workflow.
To know how to access ChatGPT through various interfaces like the ChatGPT Playground and the OpenAI API
To formulate potential new ways to use ChatGPT in their accounting practices, exploring how it can enhance their productivity and decision-making processes.
To analyze the ethical implications and potential security considerations of using an AI tool like ChatGPT in their professional practice.

Course Description

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
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
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.

Webinar Qualifies For

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 for Association of Chartered Certified Accountants (ACCA)
2 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)
2 CPD Credit for Chartered Accountant - ICAEW
2 CPD Credit for Chartered Accountants - Scotland
2 CPE Credit of Information Technology for Iowa Licensed Public Accountant (IA-LPA)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for CPA - Ireland
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)

About Instructor

Garrett Wasny, MA, CMC, CITP/FIBP

Account Executive, BUSINESS & INT’L TRADE EDITORIAL

GARRETT WASNY, MA, CMC, CITP/FITP, is a Certified Management Consultant (CMC) and award-winning digital skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His roles include webinar producer, Internet speaker, author, GPT app developer, professional development leader, and former management consultant for Price Waterhouse.

He's published 50+ ebooks and courses on accounting technology and ethics, written hundreds of articles on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organisations in more than 40 countries.

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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 through its website: www.NASBARegistry.org.

Ratings and Review

4.6

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Michael Boyle, AFSP, EA

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, 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.

Diane Radosti, CPA (US)

It is amazing what technology can do today. The AI ChatGPT is flexible and a wealth of information. Remarkable speed and knowledge. The presenter was very well versed on the subject matter. I am now aware of the capabilities of the AI ChatGPT and find it a little overwhelming at this time.

Emily Mesh, Tax Professional

Overall very much enjoyed the webinar. It was more then I expected, just wonderful and I thought it was very well timed out. He didn't spend to much time on any topic. Have already talked to a person and sending them the link to the webinar so they can take it.