Integrate ChatGPT into Your Client Advisory Services-Updated
Overview
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a “go to” advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and “gotchas” that come with it. If you want to step up your advisory game, this course is a “must take.”
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics covered in this course include:
- ChatGPT and generative AI technology primer
- Building your generative AI vocabulary
- Dig deeper into your engagement research to develop a higher quality advisory service
- Polish your client reporting with the help of ChatGPT
- Developing your ChatGPT client advisory services
- Start with client education. You don’t need to be a technical expert to be an educator
- Use AI to help your clients automate their workflows / business processes
- Build better spreadsheets with ChatGPT and Excel
- Help your clients identify, evaluate and select applications for their business
Prerequisites
None
Designed For
Anyone who wants to enhance their client advisory services by integrating AI into the mix.
Objectives
After attending this presentation you will be able to...
- Identify the opportunities to leverage the power of ChatGPT into your client advisory services
- Recognize the key concepts and nomenclature related to ChatGPT and generative AI
- Develop specific applications for ChatGPT in your client advisory service
Preparation
None
Notice
Email w/link to webinar & materials will come from webinars@cpacrossings.com. If you do not receive email, check junk folder then contact CPA Crossings @ 877-370-2220 ext 1/webinars@cpacrossings.com
Leader(s):
Leader Bios
John Higgins, CPA Crossings LLC
John is the co-founder of CPA Crossings, LLC, which specializes in helping accounting, tax and financial professionals to leverage technology. John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. This aids them in the transformation to a digital practice model that features paperless processes and leverages cloud computing . In 2015, John established CPA Crossings’ new Cloud Accounting Learning Center. This is a comprehensive knowledgebase of training, information and consulting services that is designed to help CPAs and financial professionals make the transformation to delivering accounting services through the use of cloud based accounting systems and other tools. This is the new accounting services paradigm for the 21st century, and John is regarded as a foremost authority on how CPAs can seize the opportunity. John recently co-authored Ten Steps to a Digital Practice in the Cloud, published by the AICPA. This book provides CPAs with a strategic roadmap for taking their organizations online by leveraging cloud computing. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country.
Non-Member Price $129.00
Member Price $109.00