K2's Better Productivity Through Artificial Intelligence And Automation Tools

Overview

You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is C-8023. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

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.

Highlights

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

Prerequisites

Fundamental understanding of business technologies and workflows

Designed For

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

Objectives

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

Preparation

None

Fees

Credits

Level

Vendor

Fields of Study

Leader(s):

Steve Yoss, K2 Enterprises

Leader Bios

Steve Yoss, K2 Enterprises

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, 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.

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