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Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers


Total Credits: 2.2 including .5 Accounting - Technical, .5 Auditing- Technical, 1.2 Business Management & Organization - Non-technical

Average Rating:
   33
Categories:
ACPEN Industry Institute |  Industry
Faculty:
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
Intermediate
Duration:
2.2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.

Basic Course Information

Learning Objectives
  • Recognize the potential impact of ChatGPT for Strategic and Financial Management
  • Identify accounting functions that can benefit from ChatGPT with increased efficiency
  • Recognize how ChatGPT can revolutionize Risk Management for Strategic Planning purposes.
  • Identify new business models with ChatGPT and scripting
  • Identify related tools that leverage the power of ChatGPT in the accounting function

Major Subjects
  • Recognize the variety of ChatGPT uses in accounting.
  • Determine how to use ChatGPT.
  • Identify how ChatGPT improves customer, vendor, and industry research.
  • Recognize how ChatGPT aids in financial benchmarking.
  • Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.

Course Materials

Faculty

James T. Lindell, CPA, CSP, CGMA, MBA's Profile

James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products

President

Thorsten Consulting Group, Inc.


Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.


Dates

Wed, Dec 18, 2024 - 10:00am to 11:56am CST
Thu, Jan 02, 2025 - 01:00pm to 02:56pm CST
Wed, Jan 15, 2025 - 10:00am to 11:56am CST
Wed, Feb 05, 2025 - 01:00pm to 02:56pm CST
Wed, Feb 19, 2025 - 10:00am to 11:56am CST
Thu, Mar 13, 2025 - 01:00pm to 02:56pm CDT
Wed, Mar 19, 2025 - 10:00am to 11:56am CDT
Wed, Apr 02, 2025 - 01:00pm to 02:56pm CDT
Wed, Apr 16, 2025 - 10:00am to 11:56am CDT
Fri, May 02, 2025 - 01:00pm to 02:56pm CDT
Wed, May 21, 2025 - 10:00am to 11:56am CDT
Mon, Jun 02, 2025 - 01:00pm to 02:56pm CDT
Wed, Jun 18, 2025 - 10:00am to 11:56am CDT

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

CPAs, Controllers, CFOs


Original Recording Date

02/20/2024


Yellow Book

No


Course Developer

James T. Lindell


Date Added to Catalog

02/20/24


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 33

Comments

Saul R

"Excellent course!"

Eddie M

"James approach of bringing up a topic and also demonstrating how to utilize the AI tool was very helpful. "

Gary O

"Great intro to Chat CPT"