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Accountants, Meet Chatbot: Starting ChatGPT Conversations


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2.00 Credits

Member Price $89.00

Non-Member Price $139.00


The presentation highlights the game-changing potential of ChatGPT in the realm of AI-driven conversations and its specific benefits for accountants in their analytical and advisory roles. It demonstrates how this AI tool can be seamlessly integrated into various platforms, making it a versatile and valuable addition to accountants’ professional toolkits. With its unprecedented language capabilities, ChatGPT opens up new horizons for interactions with artificial intelligence. You’ll walk away with a foundational understanding of the limitless potential of AI chatbots and how these new digital tools can help accountants enhance productivity and deliver superior value to their clients and stakeholders. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

  • Course Instructor: Garrett Wasny, MA, CMC, CITP/FIBP
  • Highlights

    The major topics covered in this course include:
    • ChatGPT Basics
    • Custom Instructions
    • Playground
    • OpenAI API Key
    • ChatGPT in Bing
    • ChatGPT in Excel
    • Microsoft 365 Copilot
    • ChatGPT in Google Sheets
    • ChatGPT in Google Docs
    • Plugins
    • Code Interpreter
    • Using ChatGPT for Financial Analysis
    • ChatGPT File Uploader
    • ChatPDF



    Designed For

    This course is ideal for accountants, auditors, and financial professionals intrigued by AI and seeking to incorporate modern tools like ChatGPT into their workflows. It will be especially beneficial for those interested in improving efficiency, client communication, and data analysis using AI.


    After attending this presentation, you will be able to...
    • Identify the versatility and wide application of ChatGPT across various platforms like the default ChatGPT website, Bing, Excel, Google Sheets, and Google Docs.
    • Apply the knowledge of using ChatGPT in their preferred environment, recognizing how it can be seamlessly integrated into their daily workflow.
    • Evaluate the benefits and limitations of ChatGPT across different platforms and assess its effectiveness in their professional context.
    • Analyze various use cases of ChatGPT in accounting scenarios and the implications on their existing workflow.
    • Formulate an understanding of accessing ChatGPT through various interfaces like the ChatGPT Playground and the OpenAI API
    • Formulate potential new ways to use ChatGPT in their accounting practices, exploring how it can enhance their productivity and decision-making processes.
    • Reflect on the ethical implications and potential security considerations of using an AI tool like ChatGPT in their professional practice.




    This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by CPA Crossings. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.

    Non-Member Price $139.00

    Member Price $89.00