Overview
Artificial
Intelligence (AI) and automation tools offer incredible opportunities for all
business professionals to improve productivity and accuracy. For example,
generative AI tools such as ChatGPT and Bard can be beneficial when conducting
research or drafting reports and correspondence. Likewise, Microsoft’s Power
Automate platform and similar tools such as Zapier can help you elevate
efficiency to levels you may have thought unattainable. If this sounds
appealing, plan to participate in this session to modernize your workflows and
take advantage of these tools.
This
session will teach you practical applications of today’s AI and automation
tools. Moving beyond fundamental discussions, you will learn how to use AI and
automation to streamline workflows, improve internal control, maximize
productivity, and even improve team member morale. In addition, you will learn
about some potential pitfalls associated with these technologies and how to
avoid making mistakes when using these tools. In sum, this session is “must-see
CPE,” and you should plan to participate in this class
today.
Artificial
intelligence and automation are among today’s “leading edge” technologies. In
this session, you will learn how to leverage these tools to improve your
business workflows, yielding greater efficiency, productivity, and reduced
errors.
•
List potential benefits and risks associated with artificial intelligence and
automation
•
Identify examples of tasks that you can improve using AI
•
List examples of how you can use Power Automate and similar tools to automate
tasks
•
Specify characteristics of tasks that lend themselves to automated
workflows
This
course is designed for CPAs and other accounting, financial, and business
professionals who want to work more efficiently using AI and
automation.