AI Tools for Finance Professionals: Using ChatGPT Effectively

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From: $179.00

Date: October 9th , 2025

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 120 Minutes

Description:

Are you the owner of an accounting or bookkeeping firm looking to stay ahead in the rapidly evolving world of AI? This webinar will provide you with the competitive advantage you need to revolutionize your practice using cutting-edge AI technology!

Reports suggest that AI could potentially replace up to 300 million jobs, and accounting and bookkeeping professionals are at risk of being among the most affected. When ChatGPT 3.5 was released in November 2022, it ignited a wave of innovation in AI and Large Language Models, unlocking remarkable capabilities that will dramatically impact the accounting profession.

Don’t risk falling behind! This webinar will show you how to harness the power of ChatGPT to save you valuable time, streamline your operations, and achieve better results. Hosted by Mark Wickersham FCA, Amazon best-selling author of Effective Pricing for Accountants, you’ll gain insights on:

  • The top three ways ChatGPT can save you hours of work each week
  • Five critical pitfalls to watch out for
  • How to avoid the nightmare of a professional firm facing negligence claims due to over-reliance on AI
  • Why mastering the art of prompt engineering is essential for maximizing ChatGPT’s potential
  • Practical tips on using ChatGPT to grow your accounting firm

Whether you’re a CPA, Enrolled Agent, or bookkeeper, this webinar will equip you with the tools you need to be a leader in the accounting industry during one of the biggest technological shifts we’ve seen in our profession.

 Learning Objectives :

  • Understand how to effectively use ChatGPT to save valuable time in your accounting or bookkeeping practice.
  • Identify the risks associated with over-reliance on ChatGPT and learn strategies for managing those risks.
  • Learn why prompt engineering is a critical new skill for optimizing ChatGPT’s potential in your firm.
  • Discover how to use ChatGPT to enhance efficiencies and improve results within your accounting firm.
  • Explore examples of how ChatGPT can be a powerful tool for growing your business and staying ahead of the curve in the evolving AI landscape.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Update
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • Attendance Requirement:  Yes
  • Session Duration: 120 Minutes

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners

About Our Speaker

Garrett Wasny, MA, CMC, CITP/FIBP

Garrett Wasny, MA, CMC, CITP/FIBP is an award-winning artificial intelligence (AI) skills advisor to accountants worldwide.

Since 1995, Garrett has delivered thousands of presentations on Internet strategy to hundreds of leading accounting institutes, industry associations, Fortune 500 companies, small and medium-sized enterprises, business schools and other legal, medical, engineering, pro sports and executive education organizations.Garrett’s writing credits include four books, dozens of e-books and hundreds of articles on online business for scores of leading business publishers, syndicates and magazines including McGraw Hill, John Wiley and Sons, Knight Ridder, the Financial Post, Journal of Commerce and World Trade.