Integrate ChatGPT into Your Client Advisory Services-Updated
Online
2.00 Credits
Member Price $89.00
Non-Member Price $124.00
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.
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
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
Designed For
Anyone who wants to enhance their client advisory services by integrating AI into the mix.
Prerequisites
None
Preparation
None
Notice
You will receive an email from CPA Crossings via Webex with instructions to access the webinar.
Leader(s):
Leader Bios
John Higgins
John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions. As a principal at CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. 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. Qualifications and Experience: • Actively involved in working with local, regional and national CPA firms over the past 25 years. • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more. • Nationally recognized speaker and author on technology issues affecting the CPA procession, with an emphasis on transforming to a digital practice model. • Awarded for being one of the top 25 thought leaders in the accounting procession by The CPA Technology Advisor (www.cpata.com) • Monthly host of “Document Management To Go” Podcast • Former national consulting partner with top 10 CPA firm • Past member of the AICPA Business & Industry Hall Fame • Past Chair of the Michigan Association of CPAs • Past member of the AICPA Council and CPE Advisory Committee • MACPA Innovative User of Technology Award
Non-Member Price $124.00
Member Price $89.00