Courses

AI Prompts: Faster, Smarter, Research for Finance Professionals

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Member Price: $25.00 Non-Member Price: $40.00

Date/Time:: Nov 10, 2025, 12:00pm–1:00pm
Developer:: VTCPA
CPE Credits:: Business Management & Organization: 1.00
Fields of Study:: Advisory Services, Business Management & Organization, Business Management
Level:: Basic/Intermediate

Overcome "garbage in-garbage out" syndrome and maximize the value of AI!

In today's fast-paced financial world, the ability to find, analyze and apply the right information quickly can set you apart as a trusted advisor. This session will show you how to harness the power of AI to streamline research, uncover deeper insights, and make better-informed decisions in less time. From tracking regulatory updates and benchmarking competitors to uncovering client opportunities and preparing for high-stakes meetings, you'll discover ten high-value AI research strategies tailored for finance professionals. Walk away with practical prompts, proven tools, and a clear plan to integrate AI into your workflow so you can work faster, smarter and with greater impact.

The session will be a fast-paced hour with Jennifer Elder, CSP, CPA, CGMA, CSCA. It is a great follow up to the session with Jennifer at the VT CPA 2025 Annual Meeting. And it is only open to those in NH, ME and VT.

Objective

Identify ten high-value ways to use AI for financial and business research.
Write effective prompts to get accurate, relevant and actionable results from AI.
Apply AI research techniques to real-world finance scenarios.

Highlights

Provide participants with the knowledge to hone their AI prompt engineering skills in order to capitalize on AI's time-saving and data capabilities.

Designed For

For those in the accounting profession who are using AI and advise clients on use of technology.

Prerequisite

None

Advanced Preparation

None