Integrating ChatGPT Into Your Client Advisory Services

Overview

You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-10600. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

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."

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

Designed For

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

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

Fees

Credits

Level

Fields of Study

Leader(s):

John Higgins, Higgins Advisory, LLC

Leader Bios

John Higgins, Higgins Advisory, LLC

John Higgins, CPA, CITP, serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPE programs for thousands of CPAs for more than 25 years on technology and practice management issues and is a pioneer in the development and delivery of web-based CPE programs. Higgins has presented at CPE events for both large and small groups and assisted the Michigan Association of CPAs as an adviser in the development of their web-based CPE model.

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