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Here is the outline of the AI in accounting and finance course:

  1. The history of ChatGPT and Large Language Models (including about me)

  2. Why it is essential for forward-thinking accounting firms

  3. The shortcomings

  4. How you benefit from ChatGPT

  5. The best use cases (in overview)

  6. How to set up your account and use ChatGPT

  7. Prompt engineering and why it is so important

  8. Setting up your custom instructions – the most powerful feature

  9. Ways to improve your practice management, get help with client communications, and an introduction to your new marketing assistant for powerful practice growth

  10. More powerful use cases and advanced features

In more detail here are the sections:

1. The Genesis of ChatGPT and Large Language Models

  • Trace the evolution of ChatGPT and its significance to the accounting profession.

  • Differentiate between ChatGPT and other language models.

  • Illustrate the core features that make ChatGPT unique.

2. The Accounting Revolution: Why ChatGPT Is Your Firm's Future

  • Explain the competitive edge ChatGPT provides to accounting firms.

  • Illustrate the efficiency and accuracy benefits of integrating ChatGPT.

  • Adopt strategies to seamlessly integrate ChatGPT into daily operations.

3. The Other Side: Pitfalls of Relying Solely on ChatGPT

  • Identify potential challenges and shortcomings of using ChatGPT.

  • Strategize methods to mitigate these challenges in professional scenarios.

4. The ChatGPT Advantage: Unveiling Your Secret Weapon

  • Harness the transformative potential of ChatGPT for your firm.

  • Quantify the ROI of incorporating ChatGPT into business operations.

  • Position ChatGPT as a reliable assistant in your workflow.

5. ChatGPT in Action: Real-world Applications for Accountants

  • Evaluate practical scenarios where ChatGPT excels.

  • Integrate ChatGPT in specific accounting tasks for improved efficiency.

  • Deliver innovative solutions using ChatGPT to tackle accounting challenges.

6. Step by Step: Setting Up and Unleashing ChatGPT's Potential

  • Execute a smooth setup of your ChatGPT account.

  • Navigate and utilize core functionalities for optimal results.

  • Implement best practices for best results.

7. The Art of Prompt Engineering: Why It's the #1 skill you must master

  • Craft precise prompts to retrieve accurate and relevant responses.

  • Tailor prompts for specific accounting tasks and challenges.

  • Innovate in prompt creation to achieve best results for complex queries.

8. Mastering Custom Instructions: Turbocharging Your ChatGPT Experience

  • Design effective custom instructions for specialized tasks.

  • Enhance user experience and results with personalized settings.

  • Deliver solutions faster with well-crafted instructions.

9. Getting practical with use cases

  •  Elevate practice management through ChatGPT-assisted strategies.

  • Elevating Client Relations: ChatGPT as Your Communication Partner

  • Leverage ChatGPT for innovative and impactful marketing campaigns.

10. ChatGPT Power-Plays: Diving Deeper into Advanced Use Cases

  • Creating value for clients with strategic insights

  • How to use ChatGPT for data analysis

  • ChatGPT Plus and advanced functionality

Please Note: This ChatGPT for accountants course’s author is working on providing transcripts, PDFs, and slides where applicable. Unfortunately, until then we will not be able to offer them with this AI in accounting and finance course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any questions using the support bubble on the bottom right of all pages on our site.

ChatGPT for Accountants: Mastering the AI Revolution in Accounting and Finance (Video) (3 Hrs)

In this course we're going to explore how artificial intelligence is revolutionizing the field of accounting, learning about its capabilities, how it can automate and enhance various accounting tasks, and the way it can be leveraged to provide superior client services.

Embracing AI for Accountants (Video) (1 Hrs)

In this video course "When Bots Attack: Safeguarding Against AI Cyber Threats," expert and best-selling author, Tom Kirkham, delves into the evolving landscape of AI-driven cyber threats and the sophisticated tactics employed by malicious bots. Attendees will gain insights into the latest defense mechanisms and strategies for protecting digital assets and personal information against these advanced threats. The session aims to empower individuals and organizations with the knowledge and tools needed to stay one step ahead in the ever-changing battle against cybercriminals leveraging artificial intelligence.
1. Understand the Evolving Threat Landscape: Attendees will learn about the latest developments in AI-driven cyber threats, including how malicious bots operate and evolve. This objective covers identifying the characteristics of these threats and understanding their potential impact on digital assets and personal information.
2. Explore Advanced Defense Mechanisms: Participants will gain knowledge of cutting-edge defense strategies and mechanisms to protect against AI cyber threats. This includes an overview of tools, techniques, and best practices for safeguarding digital environments from sophisticated bot attacks.
3. Develop a Security-First Mindset: The session aims to empower individuals and organizations to adopt a proactive approach to cybersecurity. Attendees will learn how to implement a security-first culture within their organization, utilizing Tom Kirkham's insights and experiences to develop effective training programs and to stay ahead of cybercriminals using artificial intelligence.

When Bots Attack: Safeguarding Against AI Cyber Threats (Video) (1 Hrs)

This course aims to equip accountants with an understanding and practical knowledge of leveraging Artificial Intelligence (AI), particularly ChatGPT, to revolutionize accounting practices, enhancing efficiency, client satisfaction, and overall value delivery.

Key Insights:

  • Technological Adaptation: Emphasizes the critical necessity for accountants to embrace AI to remain competitive and relevant in a rapidly evolving industry.
  • Operational Efficiency: Demonstrates how ChatGPT streamlines repetitive tasks, enabling accountants to focus on high-value, strategic activities, thereby reducing burnout and enhancing job satisfaction.
  • Risk Mitigation: Highlights the importance of adopting AI technology to prevent obsolescence, stressing that the risks of technological integration are minimal compared to the consequences of inaction.
  • Service Innovation: Offers insights on utilizing AI for service optimization and innovation, ensuring personalized client experiences and improving communication across diverse client demographics.
  • Growth Opportunities: Through practical application in workshops, the course provides accountants with the tools to harness AI for identifying trends, optimizing service offerings, and significantly increasing the value and profitability of their practice.

Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site.

Empowering Accountants with ChatGPT - Why CPAs Should Use Artificial Intelligence (AI) (Video) (2 Hrs)

This course is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. The course covers some basics, along with some advanced tips and tricks. It starts with how to select and navigate through data and worksheets as well as copying and moving data efficiently. It then details a wide spectrum of functions that can be used in everyday practice. Functions including SUBTOTAL, SUMIF(), and INDEX MATCH are discussed. New functions, such as AGGREGATE(), IFNA(),TEXTJOIN() , CONCAT() and IFS() are covered. Learn how to comparing lists using arrays. Pivot tables are discussed in detail. Other topics include:  Charts, Conditional formatting, and tools for importing data into Excel. XLOOKUP() and dynamic arrays are briefly touched upon. You will definitely impress your coworkers with all your new knowledge!  There are no associated Excel files however topics are gone over in  a detailed step by step fashion that is easy to follow.

Version:  Excel 2019 and Microsoft 365 users. Users of Excel 2010 through 2016 should not have a lot of difficulty; however, some features may not be available or may be in a slightly different location.

Must Know Excel Tips Tricks and Tools for CPAs - v11 (5 Hrs)
A/B
Suggested Courses

Here is the outline of the AI in accounting and finance course:

  1. The history of ChatGPT and Large Language Models (including about me)

  2. Why it is essential for forward-thinking accounting firms

  3. The shortcomings

  4. How you benefit from ChatGPT

  5. The best use cases (in overview)

  6. How to set up your account and use ChatGPT

  7. Prompt engineering and why it is so important

  8. Setting up your custom instructions – the most powerful feature

  9. Ways to improve your practice management, get help with client communications, and an introduction to your new marketing assistant for powerful practice growth

  10. More powerful use cases and advanced features

In more detail here are the sections:

1. The Genesis of ChatGPT and Large Language Models

  • Trace the evolution of ChatGPT and its significance to the accounting profession.

  • Differentiate between ChatGPT and other language models.

  • Illustrate the core features that make ChatGPT unique.

2. The Accounting Revolution: Why ChatGPT Is Your Firm's Future

  • Explain the competitive edge ChatGPT provides to accounting firms.

  • Illustrate the efficiency and accuracy benefits of integrating ChatGPT.

  • Adopt strategies to seamlessly integrate ChatGPT into daily operations.

3. The Other Side: Pitfalls of Relying Solely on ChatGPT

  • Identify potential challenges and shortcomings of using ChatGPT.

  • Strategize methods to mitigate these challenges in professional scenarios.

4. The ChatGPT Advantage: Unveiling Your Secret Weapon

  • Harness the transformative potential of ChatGPT for your firm.

  • Quantify the ROI of incorporating ChatGPT into business operations.

  • Position ChatGPT as a reliable assistant in your workflow.

5. ChatGPT in Action: Real-world Applications for Accountants

  • Evaluate practical scenarios where ChatGPT excels.

  • Integrate ChatGPT in specific accounting tasks for improved efficiency.

  • Deliver innovative solutions using ChatGPT to tackle accounting challenges.

6. Step by Step: Setting Up and Unleashing ChatGPT's Potential

  • Execute a smooth setup of your ChatGPT account.

  • Navigate and utilize core functionalities for optimal results.

  • Implement best practices for best results.

7. The Art of Prompt Engineering: Why It's the #1 skill you must master

  • Craft precise prompts to retrieve accurate and relevant responses.

  • Tailor prompts for specific accounting tasks and challenges.

  • Innovate in prompt creation to achieve best results for complex queries.

8. Mastering Custom Instructions: Turbocharging Your ChatGPT Experience

  • Design effective custom instructions for specialized tasks.

  • Enhance user experience and results with personalized settings.

  • Deliver solutions faster with well-crafted instructions.

9. Getting practical with use cases

  •  Elevate practice management through ChatGPT-assisted strategies.

  • Elevating Client Relations: ChatGPT as Your Communication Partner

  • Leverage ChatGPT for innovative and impactful marketing campaigns.

10. ChatGPT Power-Plays: Diving Deeper into Advanced Use Cases

  • Creating value for clients with strategic insights

  • How to use ChatGPT for data analysis

  • ChatGPT Plus and advanced functionality

Please Note: This ChatGPT for accountants course’s author is working on providing transcripts, PDFs, and slides where applicable. Unfortunately, until then we will not be able to offer them with this AI in accounting and finance course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any questions using the support bubble on the bottom right of all pages on our site.

ChatGPT for Accountants: Mastering the AI Revolution in Accounting and Finance (Video) (3 Hrs)

In this course we're going to explore how artificial intelligence is revolutionizing the field of accounting, learning about its capabilities, how it can automate and enhance various accounting tasks, and the way it can be leveraged to provide superior client services.

Embracing AI for Accountants (Video) (1 Hrs)

In this video course "When Bots Attack: Safeguarding Against AI Cyber Threats," expert and best-selling author, Tom Kirkham, delves into the evolving landscape of AI-driven cyber threats and the sophisticated tactics employed by malicious bots. Attendees will gain insights into the latest defense mechanisms and strategies for protecting digital assets and personal information against these advanced threats. The session aims to empower individuals and organizations with the knowledge and tools needed to stay one step ahead in the ever-changing battle against cybercriminals leveraging artificial intelligence.
1. Understand the Evolving Threat Landscape: Attendees will learn about the latest developments in AI-driven cyber threats, including how malicious bots operate and evolve. This objective covers identifying the characteristics of these threats and understanding their potential impact on digital assets and personal information.
2. Explore Advanced Defense Mechanisms: Participants will gain knowledge of cutting-edge defense strategies and mechanisms to protect against AI cyber threats. This includes an overview of tools, techniques, and best practices for safeguarding digital environments from sophisticated bot attacks.
3. Develop a Security-First Mindset: The session aims to empower individuals and organizations to adopt a proactive approach to cybersecurity. Attendees will learn how to implement a security-first culture within their organization, utilizing Tom Kirkham's insights and experiences to develop effective training programs and to stay ahead of cybercriminals using artificial intelligence.

When Bots Attack: Safeguarding Against AI Cyber Threats (Video) (1 Hrs)

This course aims to equip accountants with an understanding and practical knowledge of leveraging Artificial Intelligence (AI), particularly ChatGPT, to revolutionize accounting practices, enhancing efficiency, client satisfaction, and overall value delivery.

Key Insights:

  • Technological Adaptation: Emphasizes the critical necessity for accountants to embrace AI to remain competitive and relevant in a rapidly evolving industry.
  • Operational Efficiency: Demonstrates how ChatGPT streamlines repetitive tasks, enabling accountants to focus on high-value, strategic activities, thereby reducing burnout and enhancing job satisfaction.
  • Risk Mitigation: Highlights the importance of adopting AI technology to prevent obsolescence, stressing that the risks of technological integration are minimal compared to the consequences of inaction.
  • Service Innovation: Offers insights on utilizing AI for service optimization and innovation, ensuring personalized client experiences and improving communication across diverse client demographics.
  • Growth Opportunities: Through practical application in workshops, the course provides accountants with the tools to harness AI for identifying trends, optimizing service offerings, and significantly increasing the value and profitability of their practice.

Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site.

Empowering Accountants with ChatGPT - Why CPAs Should Use Artificial Intelligence (AI) (Video) (2 Hrs)

This course is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. The course covers some basics, along with some advanced tips and tricks. It starts with how to select and navigate through data and worksheets as well as copying and moving data efficiently. It then details a wide spectrum of functions that can be used in everyday practice. Functions including SUBTOTAL, SUMIF(), and INDEX MATCH are discussed. New functions, such as AGGREGATE(), IFNA(),TEXTJOIN() , CONCAT() and IFS() are covered. Learn how to comparing lists using arrays. Pivot tables are discussed in detail. Other topics include:  Charts, Conditional formatting, and tools for importing data into Excel. XLOOKUP() and dynamic arrays are briefly touched upon. You will definitely impress your coworkers with all your new knowledge!  There are no associated Excel files however topics are gone over in  a detailed step by step fashion that is easy to follow.

Version:  Excel 2019 and Microsoft 365 users. Users of Excel 2010 through 2016 should not have a lot of difficulty; however, some features may not be available or may be in a slightly different location.

Must Know Excel Tips Tricks and Tools for CPAs - v11 (5 Hrs)
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Similar Courses

Here is the outline of the AI in accounting and finance course:

  1. The history of ChatGPT and Large Language Models (including about me)

  2. Why it is essential for forward-thinking accounting firms

  3. The shortcomings

  4. How you benefit from ChatGPT

  5. The best use cases (in overview)

  6. How to set up your account and use ChatGPT

  7. Prompt engineering and why it is so important

  8. Setting up your custom instructions – the most powerful feature

  9. Ways to improve your practice management, get help with client communications, and an introduction to your new marketing assistant for powerful practice growth

  10. More powerful use cases and advanced features

In more detail here are the sections:

1. The Genesis of ChatGPT and Large Language Models

  • Trace the evolution of ChatGPT and its significance to the accounting profession.

  • Differentiate between ChatGPT and other language models.

  • Illustrate the core features that make ChatGPT unique.

2. The Accounting Revolution: Why ChatGPT Is Your Firm's Future

  • Explain the competitive edge ChatGPT provides to accounting firms.

  • Illustrate the efficiency and accuracy benefits of integrating ChatGPT.

  • Adopt strategies to seamlessly integrate ChatGPT into daily operations.

3. The Other Side: Pitfalls of Relying Solely on ChatGPT

  • Identify potential challenges and shortcomings of using ChatGPT.

  • Strategize methods to mitigate these challenges in professional scenarios.

4. The ChatGPT Advantage: Unveiling Your Secret Weapon

  • Harness the transformative potential of ChatGPT for your firm.

  • Quantify the ROI of incorporating ChatGPT into business operations.

  • Position ChatGPT as a reliable assistant in your workflow.

5. ChatGPT in Action: Real-world Applications for Accountants

  • Evaluate practical scenarios where ChatGPT excels.

  • Integrate ChatGPT in specific accounting tasks for improved efficiency.

  • Deliver innovative solutions using ChatGPT to tackle accounting challenges.

6. Step by Step: Setting Up and Unleashing ChatGPT's Potential

  • Execute a smooth setup of your ChatGPT account.

  • Navigate and utilize core functionalities for optimal results.

  • Implement best practices for best results.

7. The Art of Prompt Engineering: Why It's the #1 skill you must master

  • Craft precise prompts to retrieve accurate and relevant responses.

  • Tailor prompts for specific accounting tasks and challenges.

  • Innovate in prompt creation to achieve best results for complex queries.

8. Mastering Custom Instructions: Turbocharging Your ChatGPT Experience

  • Design effective custom instructions for specialized tasks.

  • Enhance user experience and results with personalized settings.

  • Deliver solutions faster with well-crafted instructions.

9. Getting practical with use cases

  •  Elevate practice management through ChatGPT-assisted strategies.

  • Elevating Client Relations: ChatGPT as Your Communication Partner

  • Leverage ChatGPT for innovative and impactful marketing campaigns.

10. ChatGPT Power-Plays: Diving Deeper into Advanced Use Cases

  • Creating value for clients with strategic insights

  • How to use ChatGPT for data analysis

  • ChatGPT Plus and advanced functionality

Please Note: This ChatGPT for accountants course’s author is working on providing transcripts, PDFs, and slides where applicable. Unfortunately, until then we will not be able to offer them with this AI in accounting and finance course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any questions using the support bubble on the bottom right of all pages on our site.

ChatGPT for Accountants: Mastering the AI Revolution in Accounting and Finance (Video) (3 Hrs)

In this course we're going to explore how artificial intelligence is revolutionizing the field of accounting, learning about its capabilities, how it can automate and enhance various accounting tasks, and the way it can be leveraged to provide superior client services.

Embracing AI for Accountants (Video) (1 Hrs)

In this video course "When Bots Attack: Safeguarding Against AI Cyber Threats," expert and best-selling author, Tom Kirkham, delves into the evolving landscape of AI-driven cyber threats and the sophisticated tactics employed by malicious bots. Attendees will gain insights into the latest defense mechanisms and strategies for protecting digital assets and personal information against these advanced threats. The session aims to empower individuals and organizations with the knowledge and tools needed to stay one step ahead in the ever-changing battle against cybercriminals leveraging artificial intelligence.
1. Understand the Evolving Threat Landscape: Attendees will learn about the latest developments in AI-driven cyber threats, including how malicious bots operate and evolve. This objective covers identifying the characteristics of these threats and understanding their potential impact on digital assets and personal information.
2. Explore Advanced Defense Mechanisms: Participants will gain knowledge of cutting-edge defense strategies and mechanisms to protect against AI cyber threats. This includes an overview of tools, techniques, and best practices for safeguarding digital environments from sophisticated bot attacks.
3. Develop a Security-First Mindset: The session aims to empower individuals and organizations to adopt a proactive approach to cybersecurity. Attendees will learn how to implement a security-first culture within their organization, utilizing Tom Kirkham's insights and experiences to develop effective training programs and to stay ahead of cybercriminals using artificial intelligence.

When Bots Attack: Safeguarding Against AI Cyber Threats (Video) (1 Hrs)

This course aims to equip accountants with an understanding and practical knowledge of leveraging Artificial Intelligence (AI), particularly ChatGPT, to revolutionize accounting practices, enhancing efficiency, client satisfaction, and overall value delivery.

Key Insights:

  • Technological Adaptation: Emphasizes the critical necessity for accountants to embrace AI to remain competitive and relevant in a rapidly evolving industry.
  • Operational Efficiency: Demonstrates how ChatGPT streamlines repetitive tasks, enabling accountants to focus on high-value, strategic activities, thereby reducing burnout and enhancing job satisfaction.
  • Risk Mitigation: Highlights the importance of adopting AI technology to prevent obsolescence, stressing that the risks of technological integration are minimal compared to the consequences of inaction.
  • Service Innovation: Offers insights on utilizing AI for service optimization and innovation, ensuring personalized client experiences and improving communication across diverse client demographics.
  • Growth Opportunities: Through practical application in workshops, the course provides accountants with the tools to harness AI for identifying trends, optimizing service offerings, and significantly increasing the value and profitability of their practice.

Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site.

Empowering Accountants with ChatGPT - Why CPAs Should Use Artificial Intelligence (AI) (Video) (2 Hrs)

This course is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. The course covers some basics, along with some advanced tips and tricks. It starts with how to select and navigate through data and worksheets as well as copying and moving data efficiently. It then details a wide spectrum of functions that can be used in everyday practice. Functions including SUBTOTAL, SUMIF(), and INDEX MATCH are discussed. New functions, such as AGGREGATE(), IFNA(),TEXTJOIN() , CONCAT() and IFS() are covered. Learn how to comparing lists using arrays. Pivot tables are discussed in detail. Other topics include:  Charts, Conditional formatting, and tools for importing data into Excel. XLOOKUP() and dynamic arrays are briefly touched upon. You will definitely impress your coworkers with all your new knowledge!  There are no associated Excel files however topics are gone over in  a detailed step by step fashion that is easy to follow.

Version:  Excel 2019 and Microsoft 365 users. Users of Excel 2010 through 2016 should not have a lot of difficulty; however, some features may not be available or may be in a slightly different location.

Must Know Excel Tips Tricks and Tools for CPAs - v11 (5 Hrs)
Suggested Courses

Here is the outline of the AI in accounting and finance course:

  1. The history of ChatGPT and Large Language Models (including about me)

  2. Why it is essential for forward-thinking accounting firms

  3. The shortcomings

  4. How you benefit from ChatGPT

  5. The best use cases (in overview)

  6. How to set up your account and use ChatGPT

  7. Prompt engineering and why it is so important

  8. Setting up your custom instructions – the most powerful feature

  9. Ways to improve your practice management, get help with client communications, and an introduction to your new marketing assistant for powerful practice growth

  10. More powerful use cases and advanced features

In more detail here are the sections:

1. The Genesis of ChatGPT and Large Language Models

  • Trace the evolution of ChatGPT and its significance to the accounting profession.

  • Differentiate between ChatGPT and other language models.

  • Illustrate the core features that make ChatGPT unique.

2. The Accounting Revolution: Why ChatGPT Is Your Firm's Future

  • Explain the competitive edge ChatGPT provides to accounting firms.

  • Illustrate the efficiency and accuracy benefits of integrating ChatGPT.

  • Adopt strategies to seamlessly integrate ChatGPT into daily operations.

3. The Other Side: Pitfalls of Relying Solely on ChatGPT

  • Identify potential challenges and shortcomings of using ChatGPT.

  • Strategize methods to mitigate these challenges in professional scenarios.

4. The ChatGPT Advantage: Unveiling Your Secret Weapon

  • Harness the transformative potential of ChatGPT for your firm.

  • Quantify the ROI of incorporating ChatGPT into business operations.

  • Position ChatGPT as a reliable assistant in your workflow.

5. ChatGPT in Action: Real-world Applications for Accountants

  • Evaluate practical scenarios where ChatGPT excels.

  • Integrate ChatGPT in specific accounting tasks for improved efficiency.

  • Deliver innovative solutions using ChatGPT to tackle accounting challenges.

6. Step by Step: Setting Up and Unleashing ChatGPT's Potential

  • Execute a smooth setup of your ChatGPT account.

  • Navigate and utilize core functionalities for optimal results.

  • Implement best practices for best results.

7. The Art of Prompt Engineering: Why It's the #1 skill you must master

  • Craft precise prompts to retrieve accurate and relevant responses.

  • Tailor prompts for specific accounting tasks and challenges.

  • Innovate in prompt creation to achieve best results for complex queries.

8. Mastering Custom Instructions: Turbocharging Your ChatGPT Experience

  • Design effective custom instructions for specialized tasks.

  • Enhance user experience and results with personalized settings.

  • Deliver solutions faster with well-crafted instructions.

9. Getting practical with use cases

  •  Elevate practice management through ChatGPT-assisted strategies.

  • Elevating Client Relations: ChatGPT as Your Communication Partner

  • Leverage ChatGPT for innovative and impactful marketing campaigns.

10. ChatGPT Power-Plays: Diving Deeper into Advanced Use Cases

  • Creating value for clients with strategic insights

  • How to use ChatGPT for data analysis

  • ChatGPT Plus and advanced functionality

Please Note: This ChatGPT for accountants course’s author is working on providing transcripts, PDFs, and slides where applicable. Unfortunately, until then we will not be able to offer them with this AI in accounting and finance course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any questions using the support bubble on the bottom right of all pages on our site.

ChatGPT for Accountants: Mastering the AI Revolution in Accounting and Finance (Video) (3 Hrs)

In this course we're going to explore how artificial intelligence is revolutionizing the field of accounting, learning about its capabilities, how it can automate and enhance various accounting tasks, and the way it can be leveraged to provide superior client services.

Embracing AI for Accountants (Video) (1 Hrs)

In this video course "When Bots Attack: Safeguarding Against AI Cyber Threats," expert and best-selling author, Tom Kirkham, delves into the evolving landscape of AI-driven cyber threats and the sophisticated tactics employed by malicious bots. Attendees will gain insights into the latest defense mechanisms and strategies for protecting digital assets and personal information against these advanced threats. The session aims to empower individuals and organizations with the knowledge and tools needed to stay one step ahead in the ever-changing battle against cybercriminals leveraging artificial intelligence.
1. Understand the Evolving Threat Landscape: Attendees will learn about the latest developments in AI-driven cyber threats, including how malicious bots operate and evolve. This objective covers identifying the characteristics of these threats and understanding their potential impact on digital assets and personal information.
2. Explore Advanced Defense Mechanisms: Participants will gain knowledge of cutting-edge defense strategies and mechanisms to protect against AI cyber threats. This includes an overview of tools, techniques, and best practices for safeguarding digital environments from sophisticated bot attacks.
3. Develop a Security-First Mindset: The session aims to empower individuals and organizations to adopt a proactive approach to cybersecurity. Attendees will learn how to implement a security-first culture within their organization, utilizing Tom Kirkham's insights and experiences to develop effective training programs and to stay ahead of cybercriminals using artificial intelligence.

When Bots Attack: Safeguarding Against AI Cyber Threats (Video) (1 Hrs)

This course aims to equip accountants with an understanding and practical knowledge of leveraging Artificial Intelligence (AI), particularly ChatGPT, to revolutionize accounting practices, enhancing efficiency, client satisfaction, and overall value delivery.

Key Insights:

  • Technological Adaptation: Emphasizes the critical necessity for accountants to embrace AI to remain competitive and relevant in a rapidly evolving industry.
  • Operational Efficiency: Demonstrates how ChatGPT streamlines repetitive tasks, enabling accountants to focus on high-value, strategic activities, thereby reducing burnout and enhancing job satisfaction.
  • Risk Mitigation: Highlights the importance of adopting AI technology to prevent obsolescence, stressing that the risks of technological integration are minimal compared to the consequences of inaction.
  • Service Innovation: Offers insights on utilizing AI for service optimization and innovation, ensuring personalized client experiences and improving communication across diverse client demographics.
  • Growth Opportunities: Through practical application in workshops, the course provides accountants with the tools to harness AI for identifying trends, optimizing service offerings, and significantly increasing the value and profitability of their practice.

Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site.

Empowering Accountants with ChatGPT - Why CPAs Should Use Artificial Intelligence (AI) (Video) (2 Hrs)

This course is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. The course covers some basics, along with some advanced tips and tricks. It starts with how to select and navigate through data and worksheets as well as copying and moving data efficiently. It then details a wide spectrum of functions that can be used in everyday practice. Functions including SUBTOTAL, SUMIF(), and INDEX MATCH are discussed. New functions, such as AGGREGATE(), IFNA(),TEXTJOIN() , CONCAT() and IFS() are covered. Learn how to comparing lists using arrays. Pivot tables are discussed in detail. Other topics include:  Charts, Conditional formatting, and tools for importing data into Excel. XLOOKUP() and dynamic arrays are briefly touched upon. You will definitely impress your coworkers with all your new knowledge!  There are no associated Excel files however topics are gone over in  a detailed step by step fashion that is easy to follow.

Version:  Excel 2019 and Microsoft 365 users. Users of Excel 2010 through 2016 should not have a lot of difficulty; however, some features may not be available or may be in a slightly different location.

Must Know Excel Tips Tricks and Tools for CPAs - v11 (5 Hrs)
Course Details

Real Estate Financing and Investment - v12 (Course Id 1759)

QAS / Registry
  Add to Cart 
Author : Jae K. Shim, Ph.D., CPA
Course Length : Pages: 37 ||| Review Questions: 29 ||| Final Exam Questions: 20
CPE Credits : 4.0
IRS Credits : 0
Price : $35.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Specialized Knowledge - Specialized Knowledge for Course Id 1759
Description :

This course covers both financing and investing in real estate. The first section deals with two major aspects of real estate financing:  (1) financial instruments and (2) the means of financing.  It examines the financial side of the lending process.  The second section deals with investing in real estate. Topics include: the advantages and pitfalls of real estate investing, how to value an income-producing property, how to use leverage and increase return, and buying a home. 
Usage Rank : 25909
Release : 2022
Version : 1.0
Prerequisites : Basic Math.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Investment Real Estate
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 16-Jan-2023
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 - Text - NASBA Registry - 1759
Keywords : Specialized Knowledge and Applications, Real, Estate, Financing, Investment, v12, cpe, cpa, online course
Learning Objectives :

Chapter 1
Real Estate Financing

After completing this section, you should be able to:
    1. Recognize elements of the loan process.
    2. Identify transactions covered and disclosures required by lending laws.
    3. Identify agencies involved in the mortgage market.
    4. Recognize the classification and uses of different mortgage types.

Chapter 2
Housing: The Cost of Shelter

After completing this section, you should be able to:
    1. Identify the benefits and disadvantages of buying vs. renting.
    2. Identify factors of the real estate purchase price and different loan types.

Chapter 3
Investing In Real Estate

After completing this section, you should be able to:
    1. Identify the advantages and disadvantages of real estate investing.
    2. Recognize the characteristics of REITs.
    3. Identify ways to calculate returns for real estate investments.
Course Contents :

Chapter 1:    Real Estate Financing

Learning Objective

The Loan Process

Lending Laws

Chapter 1 Review Questions - Section 1

Sources of Funds

Chapter 1 Review Questions - Section 2

Classification of Mortgages

Chapter 1 Review Questions - Section 3

Chapter 2:    Housing: The Cost of Shelter

Learning Objective

Homeownership

Chapter 2 Review Questions

Chapter 3:    Investing In Real Estate

Learning Objective

Real Estate Investing

Chapter 3 Review Questions

Glossary
CPE Specialized Knowledge Course: https://www.cpethink.com/cpe-for-cpas
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