Objective
- Gain a clear understanding of which tools fit your practice size and budget, whether you are a sole practitioner or part of a large firm
- Understand how to build a firm-wide AI policy that balances innovation with risk management
- Incorporate these low-cost, high-impact tools into your daily practice
Highlights
- Explore from the history of automation to the current landscape of large language models (LLMs) and generative tools to demystify the technology
- Free, accessible apps to enterprise-grade solutions and specialized accounting software tailored for tax, audit, and advisory workflows
- Ethical obligations and professional standards that govern AI use, including data privacy, client confidentiality, and the management of "hallucinations" or inaccuracies
- Through specific use cases and prompting demonstrations, understand how to use AI to draft complex communications, summarize research, optimize Excel workflows, and enhance client advisory services
Designed For
Accounting and finance professionals who wish to learn the latest on AI and its practical, real-world applicationsPrerequisite
NoneAdvanced Preparation
None