Date: 4/1/25
Time: 12:00 PM - 2:00 PM EST
CPE Credit: 2 hours

Course Description
This course provides accountants with a practical 10-point strategy to integrate generative AI. Designed to demystify AI, the session highlights hands-on exploration and AI literacy, showing participants how to use AI tools like ChatGPT to augment workflows in tasks ranging from data analysis to financial modeling. The course emphasizes AI as a collaborative partner, encouraging innovation while upholding ethical standards. Accountants will learn to leverage AI for decision-making, personalized client services, and efficient data handling, building a flexible, future-ready practice. Through this strategic roadmap, participants will gain confidence in using AI as a tool to elevate their accounting work and client impact.

1. Playful Exploration with AI: Encouraging hands-on experimentation to discover AI capabilities.
2. AI in Existing Workflows: Strategies to augment current processes without overhauling systems.
3. Human-AI Collaboration: Viewing AI as a partner that complements human expertise.
4. Continuous Learning in AI: Staying updated with AI advancements and applications in accounting.
5. Developing AI Literacy: Building foundational knowledge to manage AI tools effectively.
6. Personalized Client Services with AI: Using AI to provide tailored advice and insights.
7. Ethical AI Practices: Establishing guidelines for ethical AI use, including data privacy and bias mitigation.
8. Enhanced Decision-Making: Leveraging AI’s analytical capabilities to support strategic decisions.
9. Client-Facing AI Tools: Creating accessible AI applications for client use, like chatbots and budgeting tools.
10. Fostering Innovation: Encouraging creative applications of AI to solve complex problems and drive value.

1. Experiment with AI tools in a way that builds familiarity with their capabilities and limitations.
2. Identify effective methods to integrate AI into current accounting workflows.
3. Utilize AI as a supportive partner, balancing machine efficiency with human judgment.
4. Encourage continuous learning within your team regarding AI advancements and uses.
5. Develop foundational AI literacy to use AI responsibly and effectively in accounting.
6. Provide personalized client services through AI-driven insights and recommendations.
7. Implement ethical practices for AI use, ensuring data privacy and transparency.
8. Apply AI insights to enhance decision-making processes and uncover financial trends.
9. Create accessible AI-powered tools that add value for clients and support their financial needs.
10. Foster a culture of innovation in accounting, using AI creatively to solve complex financial challenges.