K2’s AI – Better Prompts, Better Results

Information Technology
1 CPE Credits

Course Code

25c-aibetter

Delivery Methods

In-Person, Webinar

Course Type

Live

Level

Basic

Length

50 Minutes

Topics
Learning Objectives
Description
Compliance

Major Topics

Components of effective AI prompts
The pros and cons of a single large prompt versus multiple small prompts
Using prompts to format AI-generated output

Learning Objectives

List the four key components of AI prompts
Identify examples of prompts used for tasks, context, expectations, and output
Name at least four types of tasks generative AI tools can do when prompted correctly

Description

Generative AI is seemingly everywhere, and business professionals are embracing the technology. And for a good reason – generative AI provides opportunities for enormous gains in efficiency and productivity. However, those gains can be even greater if you understand best practices for issuing AI prompts.

In this session, you will learn the best ways to ask questions of your AI platforms so that you get the information you seek quickly and easily. Stop wasting time with inefficient and ineffective prompts! Learn the best ways to get the information you seek!

Compliance Information

Intended Audience AI adopters desiring to improve their efficiency and effectiveness with AI tools Advanced Preparation None Field of Study Information Technology Credits 1 Credits Published Date January 1, 2025 Revision Date

Overview

Course Details

Major Topics

CAS overview to understand the service offerings, client needs, and market opportunities
Selecting technology tools in CAS for accounting, workflow, and client collaboration
Designing Service Delivery Models that are scalable and efficient processes for CAS
Managing client relationships and setting expectations to deliver consistent value
Evaluating pricing strategies, including fixed fee, subscription, and other pricing models
Ensuring governance and meeting regulatory standards for data security and compliance
Adapting to emerging technologies and evolving client demands to future-proof the practice

Learning Objectives

Define the scope and benefits of Client Accounting Services for CPA firms
Identify essential technology tools and strategies for CAS implementation
Evaluate various pricing models and their application to CAS offerings
Outline critical considerations for maintaining data security and regulatory compliance in CAS
Develop a roadmap for building or enhancing a scalable CAS practice

Compliance Information

Intended Audience — Accounting professionals seeking to successfully enter or expand the client accounting sector of their practice

Advanced Preparation — None

Field of Study — Accounting

Credits — 2 Credits

IRS Program Number –

Published Date – January 1, 2025

Revision Date –

Course Authors

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