AI is poised to have a significant impact on the accounting profession in many ways in the very near future.
How might AI affect accountants?
- Automation of Repetitive Tasks:
- Enhanced Efficiency
- Improved Accuracy
- Data Analysis and Insights
- Fraud Detection
- Predictive Analytics
Cost Reduction by automating routine tasks and streamlining processes
Compliance and Reporting
The role of accountants is going to evolve.
Lambers, in partnership with nationally recognized AI expert Garrett Wasney is offering the following AI for Accountants Certificate Series which will prepare you for these inevitable changes.
Courses included are:
- Artificial Intelligence for Accountants
- Accountants, Meet Chatbot: Your Beginner’s Guide to Getting the ChatGPT Conversation Started
- ChatGPT for Accountants
- ChatGPT for Innovative Business Advisory Services
- ChatGPT and the ELI5 Approach for Accounting Professionals
- Advanced ChatGPT for Accountants
- ChatGPT and Taxation Law Research for Accountants
- ChatGPT and Complex Financial and HR Conversations for Accountants
Each course qualifies for 3 hours of NASBA CPE, up to 24 total.
After completing all 8 parts, you will take a short exam and upon passing you will earn a printable and frameable Certificate of Completion as an AI Accounting Specialist.
VIEW OBJECTIVES
AI For Accountants Certificate Series
Course Objectives
Artificial Intelligence for Accountants
Topics Covered:
- Introduction to Artificial Intelligence
- AI’s Global Impact and Potential to Save the World
- The Evolution of Calculators and Lessons for AI
- AI’s Impact on the Workforce and Accounting Profession
- Practical Ways to Start Using AI: Chatbots, Generative AI, and More
- Overview of AI Foundational Technologies: Machine Learning, Robotics, and more.
- Key Takeaways: Understanding AI’s Role in Today’s World and Future
Learning Objectives:
- Define and understand the core concepts of artificial intelligence.
- Analyze the global impact of AI and its potential for transformation.
- Investigate the evolution of technology in accounting, from calculators to A
- Evaluate the ethical considerations and fears associated with A
- Apply AI tools in practical ways, such as chatbots and generative technologies.
- Explore foundational AI technologies, including machine learning and robotics
- Synthesize the key takeaways and prepare for the future of AI in accounting
Accountants, Meet Chatbot: Your Beginner’s Guide to Getting the ChatGPT Conversation Started
Topics Covered:
- ChatGPT Basics
- Custom Instructions
- Playground
- OpenAI API Key
- ChatGPT in Bing
- ChatGPT in Excel
- Microsoft 365 Copilot
- ChatGPT in Google Sheets
- ChatGPT in Google Docs
- Plugins Code Interpreter
- Using ChatGPT for Financial Analysis
- ChatGPT File Uploader
- ChatPDF
- tech
Learning Objectives:
- Understand the versatility and wide application of ChatGPT across various platforms like the default ChatGPT website, Bing, Excel, Google Sheets, and Google Docs.
- Apply the knowledge of using ChatGPT in their preferred environment, demonstrating how it can be seamlessly integrated into their daily workflow.
- Evaluate the benefits and limitations of ChatGPT across different platforms and assess its effectiveness in their professional context.
- Analyze various use cases of ChatGPT in accounting scenarios and discuss the implications on their existing workflow.
- Demonstrate an understanding of accessing ChatGPT through various interfaces like the ChatGPT Playground and the OpenAI API
- Formulate potential new ways to use ChatGPT in their accounting practices, exploring how it can enhance their productivity and decision-making processes.
- Reflect on the ethical implications and potential security considerations of using an AI tool like ChatGPT in their professional practice.
ChatGPT for Accountants
Topics Covered:
- What is ChatGPT
- Origins
- Why GPT is a Game Changer
- Controversies
- Economic Impac
- Changing AI Landscape
- GPT QuickStart
- Prompt Engineerin
- Core Productivity Prompts for Accountants
- 50 Popular GPT Prompts for Accountants
- Advanced Prompting Methods for Accountants: C.C.O.U.N.T.A.N.T. & CRAFT-MIX
- Prompt Engineering Sources
- GPT Starter Strategy for Accountants
- Other Leading Generative AI Tools
- Key Takeaways
Learning Objectives:
- Identify ChatGPT and GPT
- Analyze how ChatGPT works
- Predict the impact of ChatGPT on the accounting industry
- Assess the changing AI landscape
- Interpret how artificial intelligence and ChatGPT will transform core accounting tasks in 20 categories from automation to tax planning
- Evaulate Prompt Engineering (PE) principles to effectively communicate with ChatGPT
- Formulate a GPT AI starter strategy for your accounting operations
ChatGPT for Innovative Business Advisory Services
Topics covered:
- Introduction to ChatGPT and its applications in the business advisory context
- In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.
- Practical case studies demonstrating application of ChatGPT in accounting business analysi
- Key challenges faced by accounting firms and how ChatGPT can help overcome thes
- Best practices for implementing AI tools in the accounting sector
- Future opportunities and trends in AI-enhanced business advisory services
Learning objectives:
- Understand the core functionalities of ChatGPT and its applications in business advisory services
- Analyze accounting firm challenges using a variety of enterprise evaluation methodologies
- Develop strategies to overcome identified challenges and enhance profitability and growth using ChatGEvaluate the efficiency of these strategies in real-world contexts
- Create innovative solutions leveraging ChatGPT for unique business scenarios
ChatGPT and the ELI5 Approach for Accounting Professionals
Topics covered:
- Understanding the ELI5 Approach
- 60 Variations of the ELI5 Method
- Application of the ELI5 Approach in Accounting
- ELI5 Case Studies
- Strategies for Implementing the ELI5 Approach
- Using ChatGPT to Enhance ELI5 Communication
- Role of Accountants in Leveraging the ELI5 Approach
Learning objectives:
- Analyze the ELI5 approach and its impact on client communication
- Understand the capabilities of ChatGPT
- Explain how to apply the ELI5 approach to complex accounting topic
- Review real-life examples of successful ELI5 communication in accounting
- Develop effective strategies for implementing the ELI5 approach using ChatGPT
- Explore the evolving role of accountants in simplifying complex information
Advanced ChatGPT for Accountants
Topics covered:
- Introduction to ChatGPT and its Applications in Accounting.
- Custom Instructions (CI) for Persistent Context in Financial Conversations.
- Analyzing Financial Statements and News Releases using ChatGPT.
- Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.
- Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.
- Image Analysis for Asset, Space, and User Interface Design.
- Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.
Learning objectives:
- Understand the fundamental features and functionalities of ChatGPT in an accounting context.
- Apply Custom Instructions to tailor ChatGPT’s responses for specific financial scenarios.
- Analyze financial statements, news releases, and other relevant data using ChatGPT.
- Explore and identify business opportunities using hyper-local and sectoral analysis techniques.
- Utilize Advanced Data Analysis for financial comparisons, and infrastructure project evaluations.
- Evaluate assets, space, and user interfaces using image analysis with ChatGPT.
- Implement voice interaction with ChatGPT to enhance user experience and accessibility in financial tasks.
ChatGPT and Taxation Law Research for Accountants
Topics covered:
- Introduction to ChatGPT and Generative AI Tools: Overview of ChatGPT, its capabilities, and how it can be applied to tax law research and beyond.
- General Privacy and Security Best Practices: Understanding how to use ChatGPT and other AI tools while ensuring the confidentiality and security of sensitive information.
- Using AI for Tax Law Research: Strategies for employing ChatGPT and other generative AI tools to navigate and understand complex tax regulations and documentation.
- AI Superpowers: Vision and Voice in Tax Research: Exploration of ChatGPT’s vision and voice features for analyzing tax forms, letters, and notifications from tax authorities.
- Optimizing AI for Analyzing Tax Forms and Documents: Detailed methodologies for utilizing AI to dissect and understand various tax-related forms and official documents.
- Crafting Correspondence with Tax Authorities using AI: Guidance on how AI can assist in drafting professional and compliant communications with tax authorities.
- Role-Playing with Tax Personas for Professional Development: Introduction to the concept of tax persona role-playing using AI for training purposes, enhancing readiness for real-world interactions with tax authorities.
- AI Personas and Virtual Tax Assistants: Insight into creating AI personas and setting up virtual tax assistants within ChatGPT to streamline tax research and client advisories.
- The ‘BEST WILD’ AI Tax Research Strategy: A novel approach combining best practices, error avoidance, and innovative strategies for AI-enhanced tax law research.
- Integrating Other Generative AI Research Tools in Tax Practice: Examination of additional AI tools like Claude, Copilot, Gemini, and their applications in tax law research and practice.
Learning objectives:
- Identify the capabilities and limitations of ChatGPT and other generative AI tools in the context of IRS tax law research.
- Explain how generative AI can enhance tax law research, particularly in analyzing complex tax regulations and documentation.
- Utilize ChatGPT’s vision and voice features to automate the extraction and analysis of data from tax-related documents, including forms and letters from tax authorities.
- Distinguish between various AI tools (such as Claude, Copilot, Gemini) in terms of their specific functionalities and optimal use cases in tax research.
- Critique the effectiveness of different strategies (including the ‘BEST WILD’ framework) for employing AI in tax law research, identifying strengths and areas for improvement.
- Design a virtual tax assistant using ChatGPT that incorporates tailored tax research strategies and complies with general privacy and security best practices.
- Implement role-playing scenarios with tax personas to simulate interactions with tax authorities, using AI to enhance preparatory training.
- Summarize the importance of privacy and security best practices when using AI tools for tax law research to protect sensitive client information.
- Assess the implications of using AI for crafting correspondence with tax authorities, considering accuracy, professionalism, and compliance.
- Construct comprehensive communication strategies using AI, tailored for client messaging and interactions with tax authorities, including appeals, inquiries, and negotiations.
ChatGPT and Taxation Law Research for Accountants
Topics covered:
- Understanding Complex Financial Conversations
- Exploring Complex HR Conversations
- The Accountant as a Strategic Partner in Financial and HR Challenges
- Role of Accountants in an AI-Driven, Understaffed World
- Utilizing Large Language Models (LLMs) for Complex Conversations in Accounting
- Overview of Leading LLM Tools: ChatGPT, Claude, Google Gemini, Microsoft Copilot
- The Importance of Experimentation with LLM Technologies
- Future-Proofing Accounting Practices with LLMs
- Critical Considerations for Using LLMs in Professional Contexts
- Introduction to the C.A.R.E. Method for Complex Conversations
- Detailed Walkthrough of the C.A.R.E. Method Steps: Compile, Analyze, Respond, Execute
- Applying the C.A.R.E. Method to Any Complex Financial Conversation
- Adapting the C.A.R.E. Method for HR Conversations
- Guidelines for Maintaining Privacy and Security When Using ChatGPT
- Key Insights: Empathy, Communication, and Collaboration in Accounting
Learning objectives:
- Recall the definition and purpose of the C.A.R.E. method and its application in complex conversations as outlined in the documents.
- Summarize the roles of Large Language Models like ChatGPT in enhancing communication within complex financial and HR discussions as described in the documents.
- Implement strategies from the documents to use ChatGPT for drafting responses in simulated financial irregularities and HR compliance breaches.
- Analyze the effectiveness of different LLM approaches in handling specific HR challenges like layoffs, diversity issues, or workplace harassment, as discussed in the documents.
- Assess the impact of using LLMs on stakeholder engagement and communication during financial reporting and investor relations scenarios presented in the documents.
- Design a new training module for accountants and HR professionals that incorporates the use of LLMs in managing complex conversations, drawing on methodologies from the documents.
- Demonstrate how to integrate insights from LLMs into real-world scenarios of budget reallocation or compensation changes, following the guidance in the documents.
- Critique the use of LLMs in sensitive HR discussions, considering both the benefits and potential pitfalls as highlighted in the documents.
- Propose a comprehensive risk management strategy that includes LLM tools for detecting and addressing financial discrepancies and compliance issues as outlined in the documents.
Volume discounts, live in-person group training and live virtual group training for this United States Tax Considerations for Nonresident Taxpayers course is available. For more information contact Kevin Forcier, ktf@lambers.com