ChatGPT: From Confusion to Clarity Workshop (Video) (Course Id 2840)

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), including CPAs and accountants seeking an introductory understanding of ChatGPT in business contexts.
• What is this course about or what problem does this course solve?
  This course provides an overview of how ChatGPT and custom GPT models can be used to clarify business strategy elements such as target audiences, goals, planning horizons, and customer journeys.
• Where can the knowledge from this course be used?
  The knowledge can be applied in business strategy development, client-related planning, and improving structured decision-making processes within accounting or professional service environments.
• Why is this course important to a CPA or Accountant?
  This course is important because it demonstrates how clearer strategic definitions and AI-supported planning tools like ChatGPT can reduce misalignment and improve the effectiveness of business and client engagement activities.
• When is this course relevant or timely?
  This course is relevant in the current environment where generative AI tools like ChatGPT are increasingly being integrated into business planning and decision support processes.
• How is a course like this consumed or used?
  This course is consumed as a self-study video workshop featuring guided walkthroughs, examples, and concepts, with a required final exam to earn CPE credit.

This workshop presents an overview of how ChatGPT can be used to support business strategy and client-related planning. It demonstrates how several custom GPT models are used to clarify target audiences, business goals, planning horizons, and customer journeys. The session walks through examples involving persona definition, objective setting, short-term planning, and mapping client interactions. The content is presented as a guided walkthrough of concepts and examples, using ChatGPT as a supporting tool.

Video - NASBA QAS - NASBA Registry - 2840

Course Learning Objectives

1. Describe ways generative AI and ChatGPT are used in business planning and decision support.
2. Identify the components of a structured business planning approach involving personas, objectives, plans, and customer journeys.
3. Recognize how custom GPTs may be used to document personas, goals, and plans.
4. Explain how clearer strategic definitions can reduce misalignment in business activities.
5. Identify examples of how AI may support documented procedures and customer-journey planning.

Chapter 1 - ChatGPT: From Confusion to Clarity Workshop

Chapter 1 Review Questions