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K2’s Better Productivity Through Artificial Intelligence And Automation Tools

Course - K2's Tech Update

Upcoming Live Event Schedule

This course is part of an event and you must register for the associated event to participate.

Empowering Productivity in Accounting: Multistate Conference
June 24, 2024 | Seminar

Embracing Excel, AI and Ethics: Multi-State Tech Conference
December 9, 2024 | Seminar

Major Topics

  • Practical opportunities to leverage artificial intelligence and automation in business settings
  • Potential risks associated with using AI and automation, including inherent ethical issues
  • Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier

Learning Objectives

  1. List potential benefits and risks associated with artificial intelligence and automation
  2. Identify examples of tasks that you can improve using AI
  3. List examples of how you can use Power Automate and similar tools to automate tasks
  4. Specify characteristics of tasks that lend themselves to automated workflows

Course Description

Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.

This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.

Compliance Information

Intended Audience

CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

4 Credits

Published Date

January 1, 2024

Course Authors

Tommy Stephens

Woodstock, GA
Partner, K2 Enterprises

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

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Overview

Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.

This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.

Course Details

  • Practical opportunities to leverage artificial intelligence and automation in business settings
  • Potential risks associated with using AI and automation, including inherent ethical issues
  • Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier

  1. List potential benefits and risks associated with artificial intelligence and automation
  2. Identify examples of tasks that you can improve using AI
  3. List examples of how you can use Power Automate and similar tools to automate tasks
  4. Specify characteristics of tasks that lend themselves to automated workflows

Intended Audience — CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 4 Credits

IRS Program Number

Published Date – January 1, 2024

Revision Date

Course Authors

Tommy Stephens

Woodstock, GA
Partner, K2 Enterprises

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

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