This seminar empowers CPAs to leverage Generative AI to increase efficiency and provides practical tips and strategies for integrating Generative AI into the workflow

Part 1: Generative AI Fundamentals

We'll demystify Generative AI, covering types like text-to-text, text-to-image, and text-to-speech. We'll differentiate Large Language Models (LLMs) from applications (e.g., ChatGPT vs. GPT-4), examining popular LLMs like ChatGPT, Claude, DeepSeek, etc. Learn about Retrieval-Augmented Generation (RAG) for building internal chatbots and AI agents for workflow automation.

Part 2: Practical Applications for CPA Firms

Discover how Generative AI can revolutionize your practice:

- Automated Data Extraction: Extract key data from invoices, agreements, and bank statements.

- AI-Powered Invoicing: Generate invoices and automated reminders for the clients.

- Advanced Research: Utilize tools like Perplexity, Kimi, and Felo for faster and more efficient research.

- Meeting Management: Generate transcripts and minutes from recordings.

- Financial Statement Analysis: Extract and analyze data for insights.

- Auditing & Taxation: Enhance accuracy and efficiency with Generative AI.

* Light refreshments will be available for those attending in person. *

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