K2's Better Productivity Through Artificial Intelligence And Automation Tools

Overview

Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.

This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.

Highlights

Practical opportunities to leverage artificial intelligence and automation in business settings

Potential risks associated with using AI and automation, including inherent ethical issues

Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier

Prerequisites

Fundamental understanding of business technologies and workflows

Designed For

CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation

Objectives

List potential benefits and risks associated with artificial intelligence and automation

Identify examples of tasks that you can improve using AI

List examples of how you can use Power Automate and similar tools to automate tasks

Specify characteristics of tasks that lend themselves to automated workflows

Preparation

None

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Leader Bios

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He has over 30 years of professional experience, including accounting, auditing, technology, and education, including 20 years as a CPE discussion leader. He teaches courses nationally through K2 Enterprises since 2005 and currently works with Yaeger CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.

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