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ChatGPT For Business Advisory: Unlocking The Power Of AI

  • Sep 13, 2023 Wednesday | 11:00 AM ET | 10:00 AM CT | 08:00 AM PT | Duration: 120 Minutes
  • Credit: IRS Credits: 2.0 | NASBA Credits: 2.0 | QAS: 2.0 | Product Code: WEB00157

Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

Discover how ChatGPT can revolutionize your accounting firm's advisory services and take them to the next level. With ChatGPT, you can deliver faster and more accurate financial analysis, freeing up valuable time for strategic planning and business growth. Leverage the power of AI to provide your clients with deeper insights into their financial performance, empowering them to make better business decisions. 

Are you ready to take your advisory services to the next level? Join us for a 90-minute live training session to learn how ChatGPT and other AI models can revolutionize your accounting firm.

Session Highlights:

  • Learn why business advisory services are now more critical than ever
  • The 6 key ingredients that make a complete advisory solution
  • An introduction to AI, ChatGPT and other Large Language Models… and an understanding of their strengths, weaknesses and limitations
  • 6 powerful ways you can use ChatGPT as part of your business advisory solution
  • Unleashing the potential of ChatGPT for business plan reviews and actionable suggestions
  • Using ChatGPT for developing a comprehensive business strategy
  • A practical example of financial analysis using ChatGPT

Don't miss this opportunity to unlock the full potential of AI in transforming your advisory services. Join us and revolutionize the way you serve your clients.

At the end of this summit, you will know:

  • Understand the importance of business advisory services for accounting firms and how AI-powered tools like ChatGPT can revolutionize their practices.
  • Learn three ways to leverage ChatGPT to deliver deeper insights and faster and more accurate analysis to clients, enabling them to make better business decisions.
  • Discover how to unleash the potential of ChatGPT for business plan reviews and actionable suggestions, enhancing the value and quality of your advisory services.

Who Will Benefit:

  • CPA's
  • Tax Attorneys
  • Accountants
  • Tax Compliance Managers
  • Other Tax Professionals
 
Mark Wickersham – Chartered Accountant, public speaker and #1 best-selling author – is known as the most sought-after profit improvement expert in the accounting community. He is famous for helping accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing. Mark is passionate about this great accounting profession. He believes that we have the power to make a profound difference in the lives of our clients and in return accountants should be very richly rewarded.

Unfortunately, the reality is very different; benchmarking studies show over half of accounting firms are actually making a true economic loss. Mark wants to CHANGE that. He is passionate about the accounting profession and helping accountants to become much more profitable. He believes every firm – including you – has the potential to double profits using the 7-step “Fastest Way To Double Your Profits” formula. He also strongly believes that the old business model (the way accountants are taught to run accounting firms) is not only commercially stupid but UNETHICAL. Practitioners owe it to clients to change their focus. Mark is also a widely published author on practice issues. In May 2011 his book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. His other books include, “A Practical Approach to Value Pricing” and “How to Build a Successful Bookkeeping Business”, both of which have been widely acclaimed. In 2015 Mark was shortlisted in the AccountingWeb “Outstanding Contribution to Accounting” award. Mark has over 100 recommendations from accountants on LinkedIn; CONNECT with him on LinkedIn to get access to free resources Mark has created for accountants in practice.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Information Technology
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS-T-00081-23-O
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference
IRS Credits
NASBA Credits
QAS

1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA

2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?

We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

3. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT

4. How can I view /access the courses that I have registered for?

When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.

5. How can I cancel my registration?

You can cancel your registration to by email at support@pro2learn.com.  If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.

6. How can I download the learning materials/Handouts available for the webinars/Seminar?

The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.

7. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

8. What are CPE Package Courses?

Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.

9. What is web download and transcript?

  • The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
  • The transcript is the detailed written material presented during the webinar.

10. What is an On demand session?

On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

11. How do I access a previously purchased webinar, self-study course, Web Download, or package?

To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.

12. I took a webinar, where is my certificate?

We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.

Download Summit Material

Mentors

Speakers
Charles K. Montecino
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Speakers
Robert S. Barnett
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Speakers
Dr. Jim Castagnera
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Speakers
Mark Wickersham
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Garrett Wasny
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Andrew Seifert
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William A. Levinson
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Wayne J. Miller
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VICTORIA M. HERNANDEZ
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Vicki M. Lambert
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Susan Fahey Desmond
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Steven G. Siegel
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Stephanie Thomas
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Robert S. Keebler
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Robert E. McKenzie
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Paul Flogstad
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Patrick McCormick, JD, LLM
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Patrick A. Haggerty
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Nick Preusch CPA
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Ms. Haleh C. Naimi
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Monica Haven
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Miles Hutchinson
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Michael A. Ferragamo MD, FACS
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Mary Schaeffe
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Mark Schwartz
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Margie Faulk
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Laura Thessin, CPA, MBA
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Laura A. Dixon
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Klaralee R. Charlton
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Keith Schiller
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Karla Brandau
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Joe Keenan, MBA, CSP
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Jerald L Henderson PhD
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Janette Levey Frisch
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James J. Rigos
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J. Patrick Garverick
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Eric L. Green
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Dr. Susan Strauss
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Dr. Robert K Minniti
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Dr. James S. Dunnick
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Diane L. Dee
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Dayna J Reum
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David Miklas
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David H. Ringstrom
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Allison M. McLeod CPA
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Alicia Katz Pollock
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Daniel J. Pilla
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