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ChatGPT and Advanced Accounting Research

Tuesday, Jun. 10
 9:00am - 11:00am

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2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment.

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...

  • Evaluate the differences between traditional search engine research and AI-driven accounting research
  • Apply effective prompt engineering techniques to optimize AI interactions for accounting queries
  • Analyze the capabilities and limitations of various AI platforms for specific accounting tasks
  • Create specialized AI personas to enhance the quality and relevance of financial research insights
  • Implement AI tools to automate routine research tasks and regulatory monitoring
  • Assess the ethical implications and limitations of AI-generated accounting insights
  • Develop strategies to verify and validate AI-produced financial information
  • Integrate AI research tools into professional accounting workflows
  • Demonstrate how AI can enhance, rather than replace, professional accounting judgment
  • Evaluate emerging trends in AI-driven tax compliance and regulatory responses

Highlights

The major topics that will be covered in this course include:

  • The accounting research transformation: Comparing Google vs. AI methodologies
  • AI ecosystems and specialized models for accounting applications
  • Advanced prompt engineering techniques for financial and tax research
  • AI-powered search engines and deep research platforms for accounting professionals
  • AI as an ideation and thinking partner for complex accounting problems
  • Specialized accounting research tools and AI superstores
  • Persona priming and P&P stacking methodologies for optimal AI interactions
  • Ethical considerations and limitations of AI in accounting research
  • The compliance chess effect: AI's impact on tax planning and regulatory response
  • AI-driven automation for regulatory updates and compliance monitoring

Designed For

This course is designed for accountants, tax professionals, financial analysts, and auditors who want to gain a competitive edge by mastering AI-powered research methodologies, enhancing their advisory capabilities, and streamlining complex financial analysis and compliance tasks.

Prerequisites

Basic familiarity with accounting principles and financial research processes is recommended, though no prior experience with AI or programming is required.

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

Garrett Wasny, Garrett Wasny, MA, CMC, CITP/FIBP

Garrett Wasny, MA, CMC, CITP/FIBP is a professional development consultant to accountants, lawyers, engineers, doctors and executives worldwide. He advises high-skill practitioners how to thrive in the digital age and unleash their online potential using productivity, search, mobile and social technologies.

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Non-Member Price $124.00

Member Price $89.00