Automation Survival Guide for Accountants

Garrett Wasny

Course Description: This CPE course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more. Discover how this technology can be used in mind-blowing ways to analyze financial data, optimize processes, and solve problems in the accounting domain. Through the lens of ChatGPT, practitioners can explore innovative solutions, automate routine tasks, and generate deeper insights and value to their clients and organizations in previously unimaginable workflows. Youll walk away with scores of advanced ChatGPT strategies and tips that can be immediately applied and deliver instant results to elevate the efficiency and effectiveness of your accounting projects and tasks. Learning Objectives: Upon successful completion of this course, you will be able to: 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. 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. Who Will Benefit/Target Audience: This course is designed for accountants, financial analysts, and other finance professionals looking to leverage AI technology for enhanced financial decision-making, process optimization, and innovative problem-solving. Prerequisite Knowledge A basic understanding of accounting principles and a familiarity with digital technology is recommended before enrolling in this course.

Garrett Wasny

This CPE course highlights the advanced features of Gmail, Google's free web-based email service. Discover scores of expert tips and tricks that will transform how you take care of critical electronic messaging tasks. These include how to organize emails using inbox tabs, filter messages with labels, add a profile picture to your email, make free video calls from your inbox, read and respond to email offline, keep your email attachments in one place, receive notifications for new email, and much more. You'll walk away with an advanced Gmail toolkit that will improve your digital communications and online productivity. Learning Objectives: Upon successful completion of this course, you will be able to: When setting up Gmail, practitioners will be able to identify at least 5 advanced privacy security features that will improve their online security posture. When using Gmail, practitioners will be able to explain at least 5 different ways they can access the service on their desktop and mobile devices. When navigating Gmail, practitioners will be able to point out at least 5 ways they can automatically sort and list their electronic correspondence. When organizing emails, practitioners will be able to use at least 2 filtering and labeling strategies to make information easier to find. When viewing the Google interface, practitioners will be able to set up at least 5 custom inboxes that are triggered by different keywords Topics Covered: Gmail origins Key set-up steps Interface tour Hidden menus Advanced tips Voice Control Extensions Help Resources Who Will Benefit/Target Audience: Practitioners who want to use Gmail to work smarter, collaborate better and be more productive in their day-to-day workflow. Prerequisite Knowledge Participants should have a basic understanding of Internet technology, online navigation, and digital productivity services.

Garrett Wasny

The CPE course provides a concise overview of how accountants can instantly and dramatically improve their Google search skills. Discover how to use the search service to spot opportunities and threats in your enterprise landscape earlier and faster. You'll walk away with scores of practical online discovery lessons that can be immediately applied, deliver instant results and serve you forever in both your professional and personal life. Learning Objectives: Upon successful completion of this course, you will be able to: When reviewing the Google results page, practitioners will be able to identify at least 5 advanced query filters. These are not visible in the main interface and can only be seen by expanding a toolbar under user control. When entering keywords into Google, practitioners will be able to construct at least 12 different types of advanced queries. These give additional information to Google and help refine searches. When tracking a topic they want to follow on Google, practitioners will be able to create at least 5 different types of Google alerts. These send emails when new results for a topic show up in Google search. After creating a Google account, practitioners will be able to develop at least 2 different Google profiles one personal, one business. These profiles help consolidate information that Google has collected about a practitioner and their operations. The profiles also help practitioners control what others see about them across Google services. When using different Internet devices, practitioners will be able to distinguish at least 4 ways Google search results may vary depending on the size and type of gadget they are using. Topics Covered: Getting Google Ready Google Personalization and Optimization Google Eyes and Ears: How Google Can Literally Read, Hear and See You Googling to Your Own Devices: How Results Vary by Computer Hiding in Plain Sight: What Youre Missing on the Google Results Page Google Sweet Talk Power Search Tools Google Mobile Tools Google Verticals How to Be a Google Super Searcher: Key Strategies Who Will Benefit/Target Audience: This course is intended for an accounting professional who routinely uses Google to gather information, and wants to take their online discovery skills to the next level. Prerequisite Knowledge Participants should have a basic understanding of Internet technology, online navigation, and digital productivity services.

Garrett Wasny

Course Description This CPE AI course provides a concise overview of artificial intelligence (AI) a constellation of technologies able to perform tasks that normally require human intelligence. The software self-educates by drawing conclusions from large quantities of data and adjusts its calculations and outputs based on its observations. The course highlights how CPAs can use AI to drive innovation, increase productivity, and improve the accuracy and quality of their work. Learning Objectives: Upon successful completion of this course, you will be able to: When considering AI, practitioners will be able to identify at least 5 foundational technologies that drive artificial intelligence. When exploring AI options, practitioners will be able to explain at least 5 ways AI mirrors human thought. When examining AI trends, practitioners will be able to point out at least 5 examples of artificial intelligence policies that have been developed by leading enterprise and government organizations. When evaluating AI software, practitioners will be able to use at least 6 AI marketplaces to compare the leading AI vendors in the accounting domain. When developing an AI gameplan, practitioners will be able to list at least 8 skills that are required for the AI age. Topics Covered: What is artificial intelligence (AI)? AI foundational technologies AI pros and cons How AI is already being used in everyday life How AI is deployed within the accounting profession Leading AI applications AI help resources Who Will Benefit/Target Audience: Practitioners who want a basic, non-technical understanding of AI and how to apply the technology in their accounting operations and workflow. Prerequisite Knowledge Participants should have a basic understanding of Internet technology, online navigation, and digital productivity services. Course Description This CPE AI course provides a concise overview of artificial intelligence (AI) a constellation of technologies able to perform tasks that normally require human intelligence. The software self-educates by drawing conclusions from large quantities of data and adjusts its calculations and outputs based on its observations. The course highlights how CPAs can use AI to drive innovation, increase productivity, and improve the accuracy and quality of their work. Learning Objectives: Upon successful completion of this course, you will be able to: When considering AI, practitioners will be able to identify at least 5 foundational technologies that drive artificial intelligence. When exploring AI options, practitioners will be able to explain at least 5 ways AI mirrors human thought. When examining AI trends, practitioners will be able to point out at least 5 examples of artificial intelligence policies that have been developed by leading enterprise and government organizations. When evaluating AI software, practitioners will be able to use at least 6 AI marketplaces to compare the leading AI vendors in the accounting domain. When developing an AI gameplan, practitioners will be able to list at least 8 skills that are required for the AI age. Topics Covered: What is artificial intelligence (AI)? AI foundational technologies AI pros and cons How AI is already being used in everyday life How AI is deployed within the accounting profession Leading AI applications AI help resources Who Will Benefit/Target Audience: Practitioners who want a basic, non-technical understanding of AI and how to apply the technology in their accounting operations and workflow. Prerequisite Knowledge Participants should have a basic understanding of Internet technology, online navigation, and digital productivity services.