Seminar
Live Replay WebinarBasic level
Practical AI In Your Firm with Forwardly
There is no denying AI has taken the accounting world by storm. Be it generative or agentive, this latest iteration of technological advancement offers both new opportunities and new issues. Now is the time for firm leaders and staff to truly understand exactly what makes the most sense in their businesses, seeing it not as a "replacement" per se, but an assistant. This pointed webinar, with expert insights from the tech builder and practitioner perspective, will address exactly what you need to make practical decisions about AI your firm. Specifically, we will get real about what it currently can, cannot, and may possibly do from a staffing, training, and productivity point of view so you can move into the AI era with confidence. Panelists: Nick Chandi, CEO, Co-Founder Forwardly Jeanne Hardy, CEO, founder Creative Business Inc. and Levvy.com Seth Fineberg(Moderator), Owner, Accountants Forward
Learning objectives
Upon completing this course, you should be able to:
- Understand best practices on current AI platforms, including data use and effective prompts.
- Learn how to upskill current staff and train incoming staff on AI platforms.
- Avoid data security issues and other common pitfalls.
- Discover how to optimize data for effective AI utilization.
Major topics
Current capabilities and limitations of AI in accounting, best practices for AI use in firms, staff training for AI tools, data security, and effective data management for AI.
Who this is for
Firm owners and team leaders at accounting firms, especially small to midsized firms looking to leverage technology.
Prerequisites: None
Course details
- Recommended CPE credit
- 1 — Specialized Knowledge
- Field of study
- Specialized Knowledge
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Length
- 50 min
- Course number
- 26c01493
- Provider
- CPE Today
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].
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