ChatGPT for CPAs and Finance Professionals

Still unsure? Consider this: regulators are already discussing AI's implications for financial services.

Audit and risk teams are exploring how to validate AI-generated data. Clients are asking questions and expecting answers faster than ever. If you can't speak the language of AI or demonstrate how it fits into your workflow, you risk being left out of the conversation.

This session will take the mystery out of ChatGPT and show you real, finance-relevant examples of how to use it. We'll discuss risks and limitations too so you can use AI responsibly while staying ahead of the curve. Stop worrying about what AI might do to your career. Start learning how to make it work for you.

Why should you Attend: AI isn't coming it's already here. And if you're not using it, you're falling behind. While some finance professionals still view ChatGPT as a novelty, others are already using it to automate month-end close summaries, interpret tax code changes, generate audit checklists, and translate technical guidance into plain language. If you're not yet one of them, ask yourself: How long can you afford to rely solely on manual effort when your competitors are accelerating with AI?

The fear that AI will replace jobs is real but so is the opportunity for those who choose to embrace it. ChatGPT won't replace CPAs and finance pros but professionals who use AI effectively will replace those who don't. Imagine being able to draft reports, prepare client memos, analyze regulatory changes, or even brainstorm internal control narratives in minutes instead of hours.

Areas Covered in the Session:

• What ChatGPT is and how it works (no technical background required)
• AI terms every finance professional should know
• Prompt writing techniques to improve outputs
• Real use cases for CPAs, controllers, and finance teams
• Drafting policies and reports
• Summarizing financial or tax regulations
• Brainstorming internal control language
• Automating checklists and templates
• Understanding the limits: when not to use ChatGPT

• Anyone that works in a Financial Institution