ChatGPT for CPAs and Finance Professionals
Speaker: Christopher R. DeVany
Speaker Designation: President and CEO at Pinnacle Performance Improvement Worldwide
Speaker: Christopher R. DeVany
Speaker Designation: President and CEO at Pinnacle Performance Improvement Worldwide
Unlock the potential of AI in finance with our transformative webinar, "ChatGPT for CPAs and Finance Professionals".
In this 90-minute session, delve into how ChatGPT can be your partner in navigating complex financial landscapes, from automating routine accounting tasks to analyzing large datasets for insightful forecasting. Learn to enhance your consulting services with AI-driven recommendations, ensuring precision and compliance. Whether you're optimizing tax strategies or advising on financial planning, discover how ChatGPT can streamline operations and provide a competitive edge. Join us to step into the future of finance with the power of AI at your fingertips.
As the financial industry continues to digitize, CPAs and finance professionals are increasingly turning to AI tools to stay competitive. ChatGPT represents a leap forward in the use of natural language processing for the finance industry.
If you answered "yes" to any of these questions, then come laugh, listen, and learn as Chris DeVany leads us all through those important topics, key questions, and answers we all need to be able to effectively implement ChatGPT!
By participating, you will understand and be able to:
Introduction to ChatGPT in Finance
• Overview of AI capabilities relevant to finance
• Specific benefits for CPAs and finance professionals
Automating Financial Processes with ChatGPT
• Streamlining bookkeeping and transaction management
• Automating tax preparation and compliance reporting
Enhancing Financial Analysis and Decision Making
• Leveraging AI for financial forecasting and risk assessment
• Using ChatGPT for real-time data interpretation and insights
Client Interaction and Advisory Services
• Improving client communication with automated responses
• Providing tailored financial advice using AI analytics
Regulatory Compliance and Ethical Considerations
• Navigating regulatory changes with AI assistance
• Addressing ethical concerns in AI application in finance
Integrating ChatGPT with Existing Financial Systems
• Tools and techniques for integrating ChatGPT into financial software
• Training staff and managing the transition to AI-enhanced processes
Case Studies: AI Transformations in Finance
• Success stories of finance professionals using ChatGPT
• Practical examples and results from various financial sectors
Conclusion and Future Trends
• Summarizing key takeaways
• Exploring future developments in AI for the finance industry
Q&A Session
ChatGPT offers immense potential for CPAs and finance professionals by automating routine tasks, interpreting financial data, improving communication, and assisting with complex regulatory requirements. As AI continues to reshape the accounting and finance industries, tools like ChatGPT will become increasingly valuable, helping professionals enhance productivity, make better-informed decisions, and stay at the forefront of innovation.
Chris DeVany is the Founder and President of Pinnacle Performance Improvement Worldwide, a firm which focuses on management and organization development. Pinnacle’s clients include government agencies from the United States, the Royal Government of Saudi Arabia, Canada, Cayman Islands, global organizations such as Visa International, Cadence Design Systems, Coca Cola, Sprint, Microsoft, Aviva Insurance, Schlumberger and over 500 other organizations in 22 countries.
He has published numerous articles in the fields of surviving mergers and acquisitions, surviving change, project management, management, sales, team-building, leadership, ethics, customer service, diversity and work-life balance, in publications ranging from ASTD/Performance In Practice to Customer Service Management. His book, “90 Days to a High-Performance Team”, has been published by McGraw Hill, and is helping thousands of executives, managers and team leaders improve performance.
He has appeared hundreds of times on radio and television interview programs to discuss mergers and acquisitions (how to manage and survive them), project management, sales, customer service, effective workplace communication, management, handling rapid personal and organizational change and other topical business issues. He has served or is currently serving as a board member of the International Association of Facilitators, Sales and Marketing Executives International, American Management Association, American Society of Training and Development, Institute of Management Consultants, American Society of Association Executives, Meeting Professionals International and National Speakers Association. Chris is an award-winning Toastmaster’s International Competition speaker. He recently participated in the Fortune 500 Annual Management Forum as a speaker, panelist and seminar leader.
Chris has distinguished himself professionally by serving multiple corporations as manager and trainer of sales, operations, project management, IT, customer service and marketing professionals. Included among those business leaders are Prudential Insurance, Sprint, BayBank (now part of Bank of America), US Health Care and Marriott Corporation. He has assisted these organizations in mergers and acquisitions, facilitating post-merger and acquisition integration, developing project management, sales, customer service and marketing strategies, organizing inbound and outbound call center programs, training and development of management and new hires, and fostering corporate growth through creative change and innovation initiatives.
Chris holds degrees in management studies and organizational behavior from Boston University. He has traveled to 22 countries and 47 states in the course of his career.
