Description
Course Overview
AI isn’t just knocking on doors – it’s kicking them down, reshaping jobs faster than we earlier predicted. But for those who master its tools — whether for financial analysis, reporting, or other accounting tasks — this isn’t a threat; it’s a lifeline.
Designed exclusively for CPAs and finance professionals, this webinar is your gateway to harnessing the immense potential of ChatGPT and other AI tools in your daily workflow.
You’ll learn about various AI tools and the right way to use them for financial tasks, including budgeting, forecasting, financial modeling and analysis, statement preparation, and task automation.
This workshop covers the integration of AI into routine accounting tasks, financial statement preparation, and financial strategy development. You’ll discover how to leverage ChatGPT’s natural language understanding for process optimization, to enhance your decision-making, and elevate client satisfaction.
Register for this webinar today and get at least $100 off on the ticket price (Early-bird discount; no coupon needed).
Course level: Intermediate.
Areas Covered
- BATS – Framework for AI Toolkit, and PRICE – Framework for the Prompts
- Practical demonstration of prompts (you can use on ChatGPT, Gemini, etc.) to generate reports, analyze data, and solve real-world financial problems efficiently
- How to keep GenAI from hallucinating
- Bookkeeping with AI
- Company Specific (Internal documents): Financial Statement Analysis and Reporting, Data Analysis and Visualization
- Financial Modelling, Investment Advising, and Personal Finance
- Financial Controlling, Financial Management & Controlling, and CFO tasks
Why Should You Attend?
This workshop uses engaging and illustrative live examples that significantly help in understanding the use of ChatGPT in accounting scenarios. The presentation will cover a wide range of information and demonstrate beneficial uses of AI using practical demonstrations. The AI tools and skills you’ll learn in this practical, hands-on webinar will completely transform the way you work.
Who Will Benefit?
- Public accountants, CPAs, and Enrolled Agents
- CFOs and controllers
- Financial Analyst
- Business Analyst
- Employers and Business owners
- Business Unit Managers
- Anyone who wants to leverage AI tools to transform the way they work.
About the Instructor
Manish Gupta is an energetic, result-oriented professional with over 15 years of management, finance, audit, operations, risk management, and customer experience expertise. He has led monthly reporting, P&L analysis, budgeting, and strategic planning initiatives, and is known for innovative, growth-driven problem-solving. With hands-on experience leading projects for change, Manish directed the ERP implementation across 16 hotels for Htoo Group, leveraging his strategic mindset and commitment to efficiency and lean management.
He is the founder of eHotelManagementSchool.com, where he shares his industry knowledge through online classes and consulting, helping small hotels and startups with finance and management challenges. Manish is passionate about people development, positive leadership, and supporting business transformation via learning, technology, and operational improvement.
View his LinkedIn profile here.
