ChatGPT for CPAs and Finance Professionals

WEBINAR OVERVIEW:

Learn how to leverage ChatGPT in finance and 5X your productivity. We'll show you how to automate financial processes and integrate ChatGPT with existing financial systems.

In this 90-minute session, delve into how ChatGPT can be your partner in navigating complex financial landscapes, from automating routine accounting tasks to analyzing large datasets for insightful forecasting.

Enhance your work output, including financial consulting services, with AI-driven recommendations, ensuring precision and compliance. Whether you're optimizing tax strategies or advising on financial planning, discover how ChatGPT can streamline operations and provide a competitive edge.

Join us to step into the future of finance with the power of AI at your fingertips.

AREAS COVERED:

1. Introduction to ChatGPT in Finance

• Overview of AI capabilities relevant to finance
• Specific benefits for CPAs and finance professionals

2. Automating Financial Processes with ChatGPT

• Streamlining bookkeeping and transaction management
• Automating tax preparation and compliance reporting

3. Enhancing Financial Analysis and Decision Making

• Leveraging AI for financial forecasting and risk assessment
• Using ChatGPT for real-time data interpretation and insights

4. Client Interaction and Advisory Services

• Improving client communication with automated responses
• Providing tailored financial advice using AI analytics

5. Regulatory Compliance and Ethical Considerations

• Navigating regulatory changes with AI assistance
• Addressing ethical concerns in AI application in finance

6. Integrating ChatGPT with Existing Financial Systems

• Tools and techniques for integrating ChatGPT into financial software
• Training staff and managing the transition to AI-enhanced processes

7. Case Studies: AI Transformations in Finance

• Success stories of finance professionals using ChatGPT
• Practical examples and results from various financial sectors

8. Conclusion and Future Trends

• Summarizing key takeaways
• Exploring future developments in AI for the finance industry

9. Q&A and Wrap-Up (5 minutes)

• Open floor for questions from attendees
• Interactive discussion to address specific queries and scenarios
• Additional resources and next steps for further learning

Note: Each segment will include practical examples and interactive components to ensure participants gain hands-on experience and leave with actionable skills.

LEARNING OBJECTIVES:

By participating, you will understand and be able to:

• Understand how ChatGPT is used in finance
• Automate financial processes with ChatGPT
• Conduct enhanced financial analysis and decision-making
• Support client interaction and advisory services
• Incorporate regulatory compliance and ethical considerations
• Integrate ChatGPT with existing financial systems

WHO WILL BENEFIT:

• Accountants
• CPAs
• Enrolled Agents
• Finance Managers
• Financial consulting firms and professionals
• Tax Preparers
• Financial Advisors
• Attorneys

ABOUT THE INSTRUCTOR:

Chris DeVany is the founder and president of Pinnacle Performance Improvement Worldwide, a firm that focuses on management and organization development. Pinnacle’s clients include global organizations such as Visa International, Coca-Cola, Microsoft, Aviva Insurance, and over 500 other organizations in 22 countries. He also has consulted to government agencies from the United States, the Royal Government of Saudi Arabia, Canada, the Cayman Islands, and the United Kingdom.

He has published numerous articles in publications ranging from ASTD/ Performance In Practice to Customer Service Management. His book, “90 Days to a High-Performance Team”, published by McGraw Hill has helped and continues to help thousands of executives, managers, and team leaders improve performance.

He has appeared hundreds of times on radio and television interview programs to talk on a variety of topics including Mergers and Acquisitions, change management, leadership, communication, team building, project management, and more. He has served or is currently serving as a board member of various associations such as the American Management Association, Institute of Management Consultants, National Speakers Association, and many others. Chris is also an award-winning Toastmasters International Competition speaker.

Chris has distinguished himself professionally by serving as a manager and trainer in various departments at organizations such as Prudential Insurance, Sprint, BayBank (now part of Bank of America), US Health Care, and Marriott Corporation.

Chris holds degrees in management studies and organizational behavior from Boston University. He has a rich cultural experience having traveled to 47 states and 22 countries in the course of his career.

REFUND POLICY:

Attendees may cancel their registration up to 24 hours before the course start time, and a full refund will be processed within two business days.

If a participant cannot attend the live session, they may request on-demand recordings as an alternative.

Webinars may be canceled due to insufficient enrollment or unforeseen circumstances. In such cases, attendees will be notified at least 24 hours in advance, and a full refund will be issued.

For any questions or concerns regarding the webinar, please contact us at [email protected].

Event Venue

Online