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
- Transitioning from QuickBooks Pro and Premier – challenges and opportunities
- Overview and comparison of leading accounting software solutions
- Implementation strategies and best practices for modern accounting platforms
- Evaluate and compare the features, integrations, and add-on solutions offered by platforms such as Xero, Zoho Books, and FreshBooks
- Identify key steps in the transition process from legacy QuickBooks systems to newer, Cloud-based accounting tools
- Create a roadmap for advising clients on selecting and implementing the most suitable accounting platform for their needs
- Identify key differences between QuickBooks Pro and Premier and their potential replacements
Intended Audience — Business professionals seeking to transition from QuickBooks desktop accounting platforms
Advanced Preparation — None
Field of Study — Computer Software and Applications
Credits — 1 Credits
IRS Program Number –
Published Date – January 1, 2025
Revision Date –