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| Author : | Jeffrey Paul Borschowa, Author, Educator |
| Course Length : | Pages: 1 ||| Review Questions: 0 ||| Final Exam Questions: 1 |
| CPE Credits : | 1.0 |
| IRS Credits : | 0 |
| Price : | $0.00 |
| Passing Score : | 70% |
| Course Type: | NASBA QAS - NASBA Registry |
| Technical Designation: | Technical |
| Primary Subject-Field Of Study: | Specialized Knowledge - Specialized Knowledge for Course Id 2474 |
| Description : |
Dive into the transformative power of AI with "Deep Dive 2: Enhancing Client Communication and Report Writing with AI," a webinar meticulously designed for accountants seeking to elevate their client service through technology. This session, titled "Revolutionizing Client Communication: AI-Powered Strategies for Accountants," will guide participants through the practical applications of AI in creating clear, concise, and tailored client communications and financial reports. Attendees will learn how to harness AI tools to not only streamline report generation and customize communications but also to leverage AI-generated insights for proactive client advisement, thereby strengthening client relationships and establishing themselves as trusted advisors. Join us to explore actionable strategies, real-life examples, and gain the expertise needed to transform your approach to client service in the accounting industry. |
| Usage Rank : | 0 |
| Release : | 2025 |
| Version : | 1.0 |
| Prerequisites : | None. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Advance Preparation : | None. |
| Delivery Method : | Group Internet-Based |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
| Revision Date : | 29-Jan-2025 |
| NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
| Approved Audience : | NASBA QAS - NASBA Registry - 2474 |
| Keywords : | Specialized Knowledge, Deep, Dive2, Revolutionizing, Client, Communication, AI-Powered, Strategies, Accountants, Webinar, cpe, cpa, online course |
| Learning Objectives : |
Course Learning Objectives
2. Generate and Refine Financial Reports Using AI: Gain the expertise to utilize AI for generating detailed financial reports, customizing them for diverse client needs, and refining the language for clarity and impact. 3. Enhance Client Relationships through AI Insights: Develop the ability to leverage AI-generated insights for providing proactive advice, thereby deepening client relationships and positioning yourself as a trusted advisor. |
| Course Contents : | 1. Customize Client Communications with AI: Learn to use AI to create client communications that are clear, concise, and tailored to different levels of financial understanding, enhancing client satisfaction and engagement. 2. Generate and Refine Financial Reports Using AI: Gain the expertise to utilize AI for generating detailed financial reports, customizing them for diverse client needs, and refining the language for clarity and impact. 3. Enhance Client Relationships through AI Insights: Develop the ability to leverage AI-generated insights for providing proactive advice, thereby deepening client relationships and positioning yourself as a trusted advisor. |
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