Marketing and Empathy Psychology
ChatGPT for CPAs and Finance Professionals

By - Christopher R. DeVany, PMP

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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

Why should one attend this webinar?

  • By participating, you will understand and be able to:
  • Understand how ChatGPT is used in finance
  • Automate financial processes with ChatGPT
  • Conduct enhanced financial analysis and decision-making
  • Support client interaction and advisory services
  • Incorporate regulatory compliance and ethical considerations
  • Integrate ChatGPT with existing financial systems

Would you like to be able to utilize ChatGPT in finance?

How about automating financial processes with ChatGPT?

What about integrating ChatGPT with existing financial systems?

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!


  • 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
  • Interactive discussion to address specific queries and scenarios

Who Should Attend?

  • CEO
  • Senior Vice President
  • Vice President
  • Executive Director
  • Managing Director
  • Regional Vice President
  • Area Supervisor
  • Manager

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Speaker Detail

Christopher R. DeVany, PMP

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 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 also has consulted to government agencies from the United States, the Royal Government of Saudi Arabia, Canada, Cayman Islands and the United Kingdom. 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”, published by McGraw Hill and often accompanied by in-person, facilitated instruction, has helped and continues to help 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 Webinar 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 over the course of his career.

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