Integrate ChatGPT into Your Client Advisory Services-Updated

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.” 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 covered in this course include:

• 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

Prerequisites

None

Designed For

Anyone who wants to enhance their client advisory services by integrating AI into the mix.

Objectives

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

• 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 service

Preparation

None