Minnesota Society of Certified Public Accountants

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Bloomington MN 55431
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Webinar

Integrate ChatGPT into Your Client Advisory Services-Updated

Monday, April 7, 2025
10:30 a.m.-12:30 p.m. Central
2 CPE (2 technical)

Course code: 25WX-0094
View pricing

Online registration is not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.

Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

ChatGPT and generative AI technology primer
Building your generative AI vocabulary
Dig deeper into your engagement research to develop a higher quality advisory service
Polish your client reporting with the help of ChatGPT
Developing your ChatGPT client advisory services
Start with client education. You don't need to be a technical expert to be an educator
Use AI to help your clients automate their workflows / business processes
Build better spreadsheets with ChatGPT and Excel
Help your clients identify, evaluate and select applications for their business

Learning objectives

Identify the opportunities to leverage the power of ChatGPT into your client advisory services
Recognize the key concepts and nomenclature related to ChatGPT and generative AI
Develop specific applications for ChatGPT in your client advisory service

Who should take this program?

Anyone who wants to enhance their client advisory services by integrating AI into the mix.

Pricing

Standard Member Fee	$89.00
Standard Nonmember Fee	$89.00

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Online registration is not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.