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Unlocking AI: Fundamentals and Generative AI for Accountants

Monday, Jun. 15
 1:00pm - 4:30pm

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4.00 Credits

Member Price $160.00

Price will increase by $20 after 6/8

Non-Member Price $225.00

Price will increase by $20 after 6/8

Overview

This course covers the foundational concepts of artificial intelligence (AI) and its relevance to accounting. Participants will explore various AI applications, including generative AI and prompt engineering, and understand the benefits, challenges, and future trends associated with AI integration in accounting.

Objectives

  • Understand the fundamental concepts of artificial intelligence and its relevance to accounting
  • Explain the principles of generative AI (i.e., ChatGPT), distinguish it from non-generative AI, and explore its frequent use cases
  • Apply best practices for creating prompts and explore examples of impactful prompts
  • Practice common prompt engineering techniques and approaches for writing effective prompts

Highlights

  • Introduction to AI in accounting
  • Generative AI in accounting and prompt engineering

Designed For

CPAs and accountants at all levels seeking a greater understanding of artificial intelligence

Prerequisites

None

Preparation

Access to ChatGPT during the course is encouraged but not required. Participants can create a free account by visiting chatgpt.com and clicking “Sign Up.”

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.

Leader(s):

Leader Bios

Kerry Roberts, Surgent McCoy CPE, LLC

Kerry E. Roberts, CPA, is a frequent public speaker and presenter. In addition to presenting for Surgent, Kerry chairs the Tennessee Senate Committee for Government Operations, which oversees 260 governmental agencies in the state of Tennessee.

Prior to working with the Tennessee General Assembly, Kerry was a business owner and CEO for 25 years. His background includes being president and chairman of a national business association, partner in a CPA firm, audit staff for a “Big 8” accounting firm, and adjunct accounting faculty for Lipscomb University.

Kerry is a 1983 graduate of Lipscomb University (accounting major). Married since 1987, Kerry and his wife are the parents of three kids and live in Springfield, Tennessee. His hobbies include cycling, a vintage motorcycle, two antique Triumph convertibles, and tending to a 155-year-old home.

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Non-Member Price $225.00

Member Price $160.00