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ChatGPT and Advanced Accounting Research

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CPA Crossings Webinars

Online, OK 00000

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2.00 Credits

Member Price $89

Non-Member Price $109

Overview

This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

  • The accounting research transformation: Comparing Google vs. AI methodologies
  • AI ecosystems and specialized models for accounting applications
  • Advanced prompt engineering techniques for financial and tax research
  • AI-powered search engines and deep research platforms for accounting professionals
  • AI as an ideation and thinking partner for complex accounting problems
  • Specialized accounting research tools and AI superstores
  • Persona priming and P&P stacking methodologies for optimal AI interactions
  • Ethical considerations and limitations of AI in accounting research
  • The compliance chess effect: AI's impact on tax planning and regulatory response
  • AI-driven automation for regulatory updates and compliance monitoring

Prerequisites

Basic familiarity with accounting principles and financial research processes is recommended, though no prior experience with AI or programming is required.

Designed For

This course is designed for accountants, tax professionals, financial analysts, and auditors who want to gain a competitive edge by mastering AI-powered research methodologies, enhancing their advisory capabilities, and streamlining complex financial analysis and compliance tasks.

Objectives

After attending this presentation, you will be able to...

  • Evaluate the differences between traditional search engine research and AI-driven accounting research
  • Apply effective prompt engineering techniques to optimize AI interactions for accounting queries
  • Analyze the capabilities and limitations of various AI platforms for specific accounting tasks
  • Create specialized AI personas to enhance the quality and relevance of financial research insights
  • Implement AI tools to automate routine research tasks and regulatory monitoring
  • Assess the ethical implications and limitations of AI-generated accounting insights
  • Develop strategies to verify and validate AI-produced financial information
  • Integrate AI research tools into professional accounting workflows
  • Demonstrate how AI can enhance, rather than replace, professional accounting judgment
  • Evaluate emerging trends in AI-driven tax compliance and regulatory responses

Preparation

None

Leader(s):

Leader Bios

Garrett Wasny, CPA Crossings, LLC Two Commerce Square

Garrett Wasny, MA, CMC, CITP/FIBP is a professional development consultant to accountants, attorneys, and engineers worldwide and a former management consultant with Pricewaterhouse. He advises high skill knowledge workers on how to thrive in the digital age and unleash their online potential using productivity, search, mobile and social technologies. He has authored two books: Global Business Resources.com, published by McGraw-Hill, and How to Conquer the World published by Government Institutes in Washington, D.C. He has also co-authored Using the Web to Compete in a Global Marketplace, published by John Wiley & Sons. His other writing credits include 20 e-books and more than 100 published articles on internet strategy for dozens of leading business publications worldwide. He’s also an award winning speaker who’s delivered more than 1,000 webinars and seminars on internet topics to hundreds of organizations in North America, Europe and Asia.

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Non-Member Price $109

Member Price $89