Marketing and Empathy Psychology
ChatGPT Strategies for CPAs and Finance Pros: A Guide to Finance Process Automation

By - Christopher R. DeVany, PMP

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Webinar Overview:

Explore the future of finance with “ChatGPT for CPAs and Finance Professionals,” a 60-minute immersive session designed to equip you with the knowledge and tools to integrate AI seamlessly into your financial workflows. Led by Christopher R. DeVany, this webinar covers the dynamic ways ChatGPT can revolutionize tasks such as automating processes, conducting real-time analysis, and improving client advisory services, all while maintaining regulatory compliance.

Key Benefits:

By attending this webinar, you will learn to:

  • Leverage ChatGPT in finance for streamlined operations
  • Automate key financial processes and decision-making tasks
  • Enhance client advisory services with AI-driven insights
  • Address regulatory and ethical considerations of AI in finance
  • Integrate ChatGPT with current financial systems to optimize efficiency

If you’ve ever wanted to automate processes, improve decision-making with advanced data analysis, or simply incorporate AI into your financial systems, this webinar is for you. Join Chris DeVany as he delves into these key topics, engaging attendees in a comprehensive exploration of ChatGPT’s potential in finance.

Webinar Agenda:

Introduction to AI in Finance:

  • Overview of ChatGPT’s capabilities for finance professionals
  • Benefits of AI for CPAs and financial advisors

Automating Financial Processes with ChatGPT:

  • Automating tasks like bookkeeping and transaction management
  • Simplifying tax preparation and compliance reporting

Enhancing Financial Analysis and Decision-Making:

  • Using AI for forecasting, risk analysis, and data interpretation
  • Real-time insights to drive more accurate financial decisions

Client Interaction and Advisory Services:

  • Enhancing client engagement with automated responses
  • Providing custom financial advice through AI analytics

Ensuring Compliance and Addressing Ethics:

  • Understanding regulatory compliance in AI implementation
  • Navigating ethical considerations in AI-driven finance

Integrating ChatGPT into Financial Systems:

  • Tools for seamless integration with financial software
  • Training and adapting to an AI-enabled environment

Case Studies: AI in Action:

  • Real-world examples of finance professionals leveraging ChatGPT
  • Practical success stories from the finance sector

Future Trends and Q&A:

  • Key takeaways and future trends in AI for finance
  • Open discussion for specific questions and insights

Who Should Attend?

This webinar is ideal for:

  • CEOs and Senior Leaders
  • Vice Presidents and Executive Directors
  • Managing Directors, Regional and Area Supervisors
  • Finance Managers and Senior Finance Professionals

Embark on this journey into the future of finance with AI, as we demystify ChatGPT and its transformative potential in financial roles.

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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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