ChatGPT for CPAs and Finance Professionals

ChatGPT and other AI tools are changing how CPAs and finance professionals analyze data, make decisions and run operations. This 90-minute webinar starts with a plain introduction to AI in accounting and finance and how its tools and algorithms work.

You'll learn the BATS Framework for choosing and using an AI toolkit in line with business goals, and the PRICE Framework for writing prompts that are precise, relevant, informative, clear and ethical. The session then shows AI applied to financial statement analysis, data analysis and visualization, financial modeling and financial controlling, with real-world examples and case studies.

It also looks at professional development: the skills finance staff need as AI reshapes their roles, and how AI can support human expertise rather than replace it.

• Explain how AI tools work and where they fit in accounting and finance
• Use the BATS Framework to select and apply AI tools
• Write effective, ethical prompts with the PRICE Framework
• Apply AI to financial statement analysis and data visualization
• Use AI to strengthen financial modeling, scenario analysis and controlling
• Identify the skills finance professionals need in an AI-enabled workplace

• Introduction to AI in accounting and finance
• BATS Framework for an AI toolkit
• PRICE Framework for AI prompts
• Professional development tools and emerging skills
• Financial statement analysis
• Data analysis and visualization
• Financial modeling and scenario analysis
• Financial controlling

AI brings plenty of fear, uncertainty and doubt, including worries about job security. This session helps you separate hype from reality, see where AI genuinely helps and where it falls short, and make informed decisions about using it.

It is aimed at accountants, financial analysts, auditors, financial managers and CFOs who want to stay relevant and competitive as AI becomes part of accounting and finance work.

• Accountants
• Financial Analysts
• Auditors
• Financial Managers
• CFO's

With over 15 years of experience in the hospitality industry, I am a seasoned finance and business management professional, author, and founder.
I have authored a comprehensive guide on budgeting and forecasting principles for hospitality, and founded eHotel Management School, an online platform that offers over 30 courses on various aspects of hospitality management to over 100,000 students.
As the chief financial officer at Htoo Hospitality, I manage the overall business for six destinations, 15 hotels, and 800+ room inventory, with a manpower strength of 1500+.
I also serve as the acting CEO and head of business, setting up strategies and steering the re-opening of key hotels post covid.
I have successfully implemented ERP, management reporting systems, financial planning and analysis processes, and data visualization tools to optimize the operations and performance of the hotels.
I am passionate about learning and development, innovation, business growth, and lean management, and I aim to help one million professionals on finance, business management, and technology.