Integrating ChatGPT into Your Client Advisory Services
Online
2.00 Credits
Member Price $99.00
Price will increase by $10 after 10/30
Non-Member Price $134.00
Price will increase by $10 after 10/30
Overview
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology-based solutions, will show you how you can position your firm and yourself as a “go to” advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and “gotchas” that come with it. If you want to step up your advisory game, this course is a “must take.”
Objectives
- Identify the opportunities to leverage the power of ChatGPT into your client advisory services
- Recognize the key concepts and nomenclature related to ChatGPT and generative AI
- Develop specific applications for ChatGPT in your client advisory services
Highlights
- ChatGPT and generative AI technology primer
- Building your generative AI vocabulary
- Dig deeper into your engagement research to develop a higher quality advisory service
- Polish your client reporting with the help of ChatGPT
- Developing your ChatGPT client advisory services
- Start with client education. You don’t need to be a technical expert to be an educator
- Use AI to help your clients automate their workflows / business processes
- Build better spreadsheets with ChatGPT and Excel
- Help your clients identify, evaluate and select applications for their business
Designed For
Anyone who wants to enhance their client advisory services by integrating AI into the mix.
Notice
By registering for this program and, accordingly, receiving the eMaterials, you're acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Leader(s):
Leader Bios
John Higgins, Higgins Advisory, LLC
John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation. John believes that the key to success today, and in the future, lies in leveraging the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
John is a seasoned entrepreneur with experience, founding two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm as well as a technology advisory practice leader partner in a national CPA firm.
As a nationally recognized thought leader, John shares his expertise as a strategic advisor and speaker on accounting technology through coaching and speaking engagements. His primary contribution to the CPA profession is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.
Non-Member Price $134.00
Member Price $99.00