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Webinar

ChatGPT for Accountants: 50+ Use Cases

Monday, July 7, 2025
2:30-4:30 p.m. Central
2 CPE (2 technical)

Course code: 25WX-1527
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This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients.

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

  • Introduction to ChatGPT and artificial intelligence chatbot technologies
  • Automating frequently asked questions and the onboarding process
  • Verifying and reviewing financial records
  • Providing real-time support to clients
  • Generating financial reports
  • Automating tax return preparation and financial planning
  • Providing guidance on financial decision making

Learning objectives

  • Identify the basics of ChatGPT and artificial intelligence chatbot technologies
  • Use ChatGPT to automate tasks and improve efficiency in the accounting profession
  • Utilize ChatGPT to improve accuracy and reduce the risk of mistakes in financial records
  • Supply real-time support to clients using ChatGPT
  • Generate financial reports using ChatGPT
  • Use ChatGPT to automate tax return preparation and financial planning
  • Deliver guidance on financial decision making using ChatGPT

Who should take this program?

  • Accountants and other financial professionals who are looking to incorporate ChatGPT and artificial intelligence chatbot technologies into their work

Pricing

Standard Member Fee $89.00
checkmark 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.
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

More program information

Instructor Garrett Wasny, MA, CMC, CITP/FIBP
Location Online
Area
of study
Information technology
Field(s)
of study
Information Technology - Technical (2.0)
Level Overview
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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