K2’s Artificial Intelligence For Accounting And Financial Professionals
Computer Software and Applications
4 CPE Credits
Major Topics
- Exploring AI applications in accounting and finance
- Understanding AI features in everyday tools
- Embracing the future: AI’s impact on finance and accounting
Learning Objectives
- Evaluate AI’s impact on accounting and financial fields.
- Recognize essential components of Artificial Intelligence.
- Distinguish AI, Machine Learning, and Robotic Process Automation.
- Explore practical AI applications in accounting and finance.
- Identify AI features in applications like Excel.
Description
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.
Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Compliance Information
Overview
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.
Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Course Details
- Overview of CRM functionalities tailored to accounting, including customizations and integrations
- Integrated tools that leverage CRM data for automating tasks and improving efficiency
- Strategies for successfully adopting a CRM platform and solutions to overcome common challenges
- Define Customer Relationship Management (CRM) and explain its significance in business automation
- Identify key CRM features that optimize accounting and financial workflows
- Name at least two best practices for implementing and customizing CRM systems for use in common accounting workflows
Intended Audience — Accounting and other business professionals seeking to leverage CRM technologies for more profitable client/customer interactions
Advanced Preparation — None
Field of Study — Information Technology
Credits — 2 Credits
IRS Program Number –
Published Date – January 1, 2025
Revision Date –