AI is poised to have a significant impact on the accounting profession in many ways in the very near future.
How might AI affect accountants?
- Automation of Repetitive Tasks:
- Enhanced Efficiency
- Improved Accuracy
- Data Analysis and Insights
- Fraud Detection
- Predictive Analytics
Cost Reduction by automating routine tasks and streamlining processes
Compliance and Reporting
The role of accountants is going to evolve.
Lambers, in partnership with nationally recognized AI expert Garrett Wasney is offering the following AI for Accountants Certificate Series which will prepare you for these inevitable changes.
Courses included are:
- Artificial Intelligence for Accountants
- Accountants, Meet Chatbot: Your Beginner’s Guide to Getting the ChatGPT Conversation Started
- ChatGPT for Accountants
- ChatGPT for Innovative Business Advisory Services
- ChatGPT and the ELI5 Approach for Accounting Professionals
Each course qualifies for 3 hours of NASBA CPE, up to 15 total.
After completing all 5 parts, you will take a short exam and upon passing you will earn a printable and frameable Certificate of Completion as an AI Accounting Specialist.
VIEW OBJECTIVES
AI For Accountants Certificate Series
Course Objectives
Artificial Intelligence for Accountants
Topics Covered:
- Introduction to Artificial Intelligence
- AI’s Global Impact and Potential to Save the World
- The Evolution of Calculators and Lessons for AI
- AI’s Impact on the Workforce and Accounting Profession
- Practical Ways to Start Using AI: Chatbots, Generative AI, and More
- Overview of AI Foundational Technologies: Machine Learning, Robotics, and more.
- Key Takeaways: Understanding AI’s Role in Today’s World and Future
Learning Objectives:
- Define and understand the core concepts of artificial intelligence.
- Analyze the global impact of AI and its potential for transformation.
- Investigate the evolution of technology in accounting, from calculators to A
- Evaluate the ethical considerations and fears associated with A
- Apply AI tools in practical ways, such as chatbots and generative technologies.
- Explore foundational AI technologies, including machine learning and robotics
- Synthesize the key takeaways and prepare for the future of AI in accounting
Accountants, Meet Chatbot: Your Beginner’s Guide to Getting the ChatGPT Conversation Started
Topics Covered:
- ChatGPT Basics
- Custom Instructions
- Playground
- OpenAI API Key
- ChatGPT in Bing
- ChatGPT in Excel
- Microsoft 365 Copilot
- ChatGPT in Google Sheets
- ChatGPT in Google Docs
- Plugins Code Interpreter
- Using ChatGPT for Financial Analysis
- ChatGPT File Uploader
- ChatPDF
- tech
Learning Objectives:
- Understand the versatility and wide application of ChatGPT across various platforms like the default ChatGPT website, Bing, Excel, Google Sheets, and Google Docs.
- Apply the knowledge of using ChatGPT in their preferred environment, demonstrating how it can be seamlessly integrated into their daily workflow.
- Evaluate the benefits and limitations of ChatGPT across different platforms and assess its effectiveness in their professional context.
- Analyze various use cases of ChatGPT in accounting scenarios and discuss the implications on their existing workflow.
- Demonstrate an understanding of accessing ChatGPT through various interfaces like the ChatGPT Playground and the OpenAI API
- Formulate potential new ways to use ChatGPT in their accounting practices, exploring how it can enhance their productivity and decision-making processes.
- Reflect on the ethical implications and potential security considerations of using an AI tool like ChatGPT in their professional practice.
ChatGPT for Accountants
Topics Covered:
- What is ChatGPT
- Origins
- Why GPT is a Game Changer
- Controversies
- Economic Impac
- Changing AI Landscape
- GPT QuickStart
- Prompt Engineerin
- Core Productivity Prompts for Accountants
- 50 Popular GPT Prompts for Accountants
- Advanced Prompting Methods for Accountants: C.C.O.U.N.T.A.N.T. & CRAFT-MIX
- Prompt Engineering Sources
- GPT Starter Strategy for Accountants
- Other Leading Generative AI Tools
- Key Takeaways
Learning Objectives:
- Identify ChatGPT and GPT
- Analyze how ChatGPT works
- Predict the impact of ChatGPT on the accounting industry
- Assess the changing AI landscape
- Interpret how artificial intelligence and ChatGPT will transform core accounting tasks in 20 categories from automation to tax planning
- Evaulate Prompt Engineering (PE) principles to effectively communicate with ChatGPT
- Formulate a GPT AI starter strategy for your accounting operations
ChatGPT for Innovative Business Advisory Services
Topics covered:
- Introduction to ChatGPT and its applications in the business advisory context
- In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.
- Practical case studies demonstrating application of ChatGPT in accounting business analysi
- Key challenges faced by accounting firms and how ChatGPT can help overcome thes
- Best practices for implementing AI tools in the accounting sector
- Future opportunities and trends in AI-enhanced business advisory services
Learning objectives:
- Understand the core functionalities of ChatGPT and its applications in business advisory services
- Analyze accounting firm challenges using a variety of enterprise evaluation methodologies
- Develop strategies to overcome identified challenges and enhance profitability and growth using ChatGEvaluate the efficiency of these strategies in real-world contexts
- Create innovative solutions leveraging ChatGPT for unique business scenarios
ChatGPT and the ELI5 Approach for Accounting Professionals
Topics covered:
- Understanding the ELI5 Approach
- 60 Variations of the ELI5 Method
- Application of the ELI5 Approach in Accounting
- ELI5 Case Studies
- Strategies for Implementing the ELI5 Approach
- Using ChatGPT to Enhance ELI5 Communication
- Role of Accountants in Leveraging the ELI5 Approach
Learning objectives:
- Analyze the ELI5 approach and its impact on client communication
- Understand the capabilities of ChatGPT
- Explain how to apply the ELI5 approach to complex accounting topic
- Review real-life examples of successful ELI5 communication in accounting
- Develop effective strategies for implementing the ELI5 approach using ChatGPT
- Explore the evolving role of accountants in simplifying complex information
Volume discounts, live in-person group training and live virtual group training for this United States Tax Considerations for Nonresident Taxpayers course is available. For more information contact Kevin Forcier, ktf@lambers.com
