The Details
What it is:
12 short video lessons that will cover a highlight reel of common missteps and best practices. You'll also get an additional downloadable resource in each section; jam packed with knowledge and Snaggable Prompts to use right away.
The goal is to arm folks new to GenAI with the confidence and skills to successfully navigate the endless possibilities.
The examples are geared towards new staff but can be easily modified for more experienced professionals.
What topics will be covered:
- Basic, Better and Even Better Prompting
- Handling Hallucinations
- Privacy and Data Protection
- Modifying the output to make it easier to understand.
- Changing the tone/voice so it doesn't sound like ChatGPT.
- Mitigating Bias and Calling in Experts
- Leveraging GenAI for Effective Communication
- Effective AI-Enabled Research Skills
- Solving Problems
- Task and Project Management
- Prompting for Excel
- Working with client data
- …and more…
12 Video Lessons & Handouts
This class is meant to be less than an hour (excluding the introduction to the tools), so you'll have access to 12 five-minute videos about each topic. If you want to do a deeper dive, you'll have access to downloadable handouts with more information.
Practical Use Cases & Examples
It's easy to understand how GenAI works. It's FAR more difficult to come up with use cases that apply to YOUR life.
Well, we've got you covered with practical use cases for the tax and accounting professional.
Content is 100% Organic & GenAI Free
No GenAI was harmed in the making of this class. The framework, lessons and prompts are all handcrafted.
(Which, I realize, is ironic but #1 - GenAI doesn't know how to best prompt itself and #2 - the class outlines it suggests are BORING 😂)
I'm Ashley
I am also an early adopter of generative AI technology (think ChatGPT and BingChat) and enjoy finding ways to help firms incorporate it into their tax, accounting and financial planning practices. On the heels of that, I’m a big fan of folks learning about automation in general (and Power Automate in particular). What AI won’t be able to do, automation can. And if it can’t, maybe we need an agent (a bot).
And finally, I’m a big advocate of CPAs that work with small and medium-sized businesses on the tax side to (responsibly) add more services around financial planning. Oftentimes we’re the only “money matters” person in a client’s life and financial planning encompasses so much more than just stock portfolios. We can help make a positive difference not only for their business but for their personal financial matters as well.
Frequently Asked Questions
