3.0 CPE The presentation highlights the game-changing potential of ChatGPT in the realm of AI-driven conversations and its specific benefits for accountants in their analytical and advisory roles. It demonstrates how this AI tool can be seamlessly integrated into various platforms, making it a versatile and valuable addition to accountants' professional toolkits. With its unprecedented language capabilities, ChatGPT opens up new horizons for interactions with artificial intelligence. You’ll walk away with a foundational understanding of the limitless potential of AI chatbots and how these new digital tools can help accountants enhance productivity and deliver superior value to their clients and stakeholders.
Topics Covered:
- ChatGPT Basics
- Custom Instructions
- Playground
- OpenAI API Key
- ChatGPT in Bing
- ChatGPT in Excel
- Microsoft 365 Copilot
- ChatGPT in Google Sheets
- ChatGPT in Google Docs
- Plugins
- Code Interpreter
- Using ChatGPT for Financial Analysis
- ChatGPT File Uploader
- ChatPDF
- Summarize.tech
This course is ideal for accountants, auditors, and financial professionals intrigued by AI and seeking to incorporate modern tools like ChatGPT into their workflows. It will be especially beneficial for those interested in improving efficiency, client communication, and data analysis using AI.
Learning Objectives
- Discover and understand the versatility and wide application of ChatGPT across various platforms like the default ChatGPT website, Bing, Excel, Google Sheets, and Google Docs.
- Explore and apply the knowledge of using ChatGPT in their preferred environment, demonstrating how it can be seamlessly integrated into their daily workflow.
- Explore and evaluate the benefits and limitations of ChatGPT across different platforms and assess its effectiveness in their professional context.
- Identify and analyze various use cases of ChatGPT in accounting scenarios and discuss the implications on their existing workflow.
- Recognize and demonstrate an understanding of accessing ChatGPT through various interfaces like the ChatGPT Playground and the OpenAI API.
- Discover and formulate potential new ways to use ChatGPT in their accounting practices, exploring how it can enhance their productivity and decision-making processes.
- Recognize and reflect on the ethical implications and potential security considerations of using an AI tool like ChatGPT in their professional practice.
Last updated/reviewed: March 9, 2024
18 Reviews (74 ratings)
Reviews
Anonymous
(Accounting Officer)
This was a very interesting course. But unlike so many that I've taken, this did not follow the slides. He talked as he worked through the various processes available. There were huge gaps from the slides to the presentation - for instance, the presentation started at slide # 106. Also, the slides that were screenshots were very poor quality. However, the instructor was knowledgeable and VERY enthusiastic about the subject matter. AI is over my head most of the time but I will certainly look back to this presentation as I try to become more familiar with it. But NOTE: If you prefer to follow slides, this might not be for you.
Anonymous
()
Technology is moving so fast. Any organization could benefit from utilizing AI. The applications are virtually endless. Organizations which are not considering the benefits of AI are putting themselves at risk of not being competitive. This very informative course opened my eyes to how important it is to modernize our accounting processes, as well as, our production analytics methods.
Anonymous
(Accountant)
I liked learning about all of the different options available to use ChatGPT. I'm surprised at the extent of what it can do. I think people who are looking for different ways of doing things would be interested in this course; people interested in AI, using different software and being more creative. It was a great introduction and I look forward to learning more.
Tyler Clayton
( at Constellation Insurance)
I thought it was a very good intro. Before this, I had very little info on ChatGPT or AI outside of hearing the term ChatGPT. I know feel I have a very basic understanding of the functionality and what it can do.
Anonymous
(Director for Temporal Affairs)
This course really got me excited about the possibilities AI provides. It will take some experimentation, but if even only a few of the ideas presented can be used productively, it could be a game changer.
Anonymous
()
This is a good course if you do not know anything about using AI and ChatGPT. The testing was not great. The video covers page 3 and then skips to page 106. You will need to read pages 4 to 105.
Anonymous
()
the code interpreter function has not been fully addressed, and this is one of the key features, which allows a user to work with code in pretty much any programming language.
Monica Jolla, CPA
(Assistant Controller at Omni Hotels & Resorts)
The class was presented in a perfect pace for my learning style. The slides are easy to follow and great for future reference.
Anonymous
(Director, Governance)
Fantastic course - there is a ton of useful information in the slides that I will be referring to in the future.
Anonymous
(Accountant)
My first experience with anything ChatGPT. Was very interesting and eye opening into what the platform can do.
Anonymous
(PRESIDENT)
To quote Garrett Wasny (presenter): "how cool is this!".
The BEST course I've done this year. Excellent.
Anonymous
()
Very informative course, I learned a lot about this very relevant topic. Well organized. Highly recommend.
Moataz Shokry, CPA, CertIFR
View Instructor Profile
Thank you Garrett, that was really helpful, Good job, waiting for more of such useful courses from you.
Mariana Estrada
(CPA at None)
truly enjoyed learning about the capabilities of AI or ChatGPT. It gave very revelant information.
Marc Hyman
(Professor at Cascadia College)
Good course, very up to date, but I would have liked more attention to how to phrase good prompts.
Anonymous
(Owner)
Great information about useful tools. Didn't know there were so many plugins available
Darla Perry
(CPA at Darla B Perry CPA APC)
This is so relevant! Happy with presentation and content. CPE truly useful!
Timothy Robbins
(N/A at Unemployed)
Some of the slides were difficult to read - text too small, etc.
Prerequisites
Course Complexity: Foundational
Prerequisite Knowledge: While a basic understanding of AI concepts is beneficial, it isn't mandatory. Familiarity with accounting principles and practices is required.
Prerequisite Knowledge: While a basic understanding of AI concepts is beneficial, it isn't mandatory. Familiarity with accounting principles and practices is required.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Garrett WasnyDirector
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
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- Av #221, Campbell, CA 95008
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