Live WebinarBasic level

K2's Harnessing ChatGPT

★★★★★ 4.8 · 120 attendee ratings

Enhance your productivity and streamline your accounting practices with ideas learned in this course. This dynamic program, designed specifically for accountants seeking a competitive edge, delves into the practical applications of ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing Excel formulas, you will gain invaluable skills to expedite your tasks and improve overall efficiency. Furthermore, we will delve into the power of ChatGPT plugins, equipping you with the knowledge to process PDF documents seamlessly and efficiently navigate the vast expanse of the web. Join us on this transformative journey and unlock your potential as a proficient and empowered accountant.

CPE Credits2
Length1h 40m
Field of Study Information Technology
Instructor Stephen Yoss

Learning objectives

Upon completing this course, you should be able to:

  • Identify options to leverage ChatGPT for research, correspondence, technical inquiries, and Excel formula optimization
  • List examples of practical applications of ChatGPT in the realm of accounting
  • Identify powerful plugins for GPT4 for efficient PDF document processing and web searching
  • List examples of how accountants can unlock professional efficiency by utilizing ChatGPT

Major topics

Leveraging prompt engineering in ChatGPT for various accounting tasks Exploring the applications and limitations of ChatGPT in accounting Empowering efficiency for everyday accounting tasks

Who this is for

Ideal for financial professionals, accountants, bookkeepers, and industry practitioners who are interested in maximizing their utilization of ChatGPT.

Prerequisites: Basic understanding of business-related technology

What's included

Every registration comes with the course materials — yours to keep.

  • Course handout PDF
  • Course presentation PDF
  • Demonstration & sample files ZIP

Course details

Recommended CPE credit
2 — Information Technology
Field of study
Information Technology
Program level
Basic
Delivery method
Group Internet Based
Prerequisites
Basic understanding of business-related technology
Advance preparation
None
Length
1h 40m
Course number
24c-chatgpt
Provider
K2 Enterprises

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

How to attend this course

This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.

Oct 27
Professional Development Intensive: Tools That Elevate Work Seminar · Oct 26–29, 2026 · Online · this course runs Oct 27, 2026 · event offers up to 24 credits
$125/day View event
Dec 16
Closing the Books with Better Tech Tools Seminar · Dec 14–17, 2026 · Online · this course runs Dec 16, 2026 · event offers up to 26 credits
$125/day View event

Your instructor

Stephen Yoss

Stephen Yoss

Speaker & Author · CPE Today · ★ 4.7 instructor rating

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...

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