K2’s Better Productivity Through Artificial Intelligence And Automation Tools
Computer Software and Applications
4 CPE Credits

Major Topics
- Practical opportunities to leverage artificial intelligence and automation in business settings
- Potential risks associated with using AI and automation, including inherent ethical issues
- Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
Learning Objectives
- List potential benefits and risks associated with artificial intelligence and automation
- Identify examples of tasks that you can improve using AI
- List examples of how you can use Power Automate and similar tools to automate tasks
- Specify characteristics of tasks that lend themselves to automated workflows
Description
Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.
This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.
Compliance Information
Overview
Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.
This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.
Course Details
- Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment
- How to use tools such as Teams, Planner, and Power Automate
- Storing data in SharePoint Online and OneDrive for Business
- Identify relevant, Cloud-based components of the Microsoft 365/Office 365 subscription model
- Differentiate between OneDrive, OneDrive for Business, and SharePoint Online
- Cite examples of how Teams can improve productivity and enhance collaboration and communication
- List examples of other Cloud-based services available through a Microsoft 365/Office 365 subscription
- Specify situations in which tools such as Planner, Power Automate, Bookings, Stream, and Sway might enhance individual and organizational productivity, efficiency, and profitability
Intended Audience — CPAs and other business professionals who are seeking to leverage their Microsoft 365/Office 365 subscriptions by taking advantage of some of the Cloud-based features available in these environments
Advanced Preparation — None
Field of Study — Computer Software and Applications
Credits — 4 Credits
IRS Program Number –
Published Date – November 2, 2022
Revision Date –