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ChatGPT for CPAs and Finance Professionals
- What ChatGPT Can and Cannot Do in Accounting and Finance
- Using ChatGPT Safely with Financial and Client Data
- Prompt Engineering Basics for CPAs and Finance Teams
- Automating Excel and Spreadsheet Tasks with ChatGPT
- Budget, Forecast, and Variance Analysis Using ChatGPT
- Detecting Errors, Anomalies, and Data Quality Issues with ChatGPT
- Drafting Client Emails, Reports, and Memos with ChatGPT
- ChatGPT in Audit, Compliance, and Documentation Support
- Preventing Errors and Hallucinations in Financial Outputs
- Building a Reusable Prompt Toolkit for CPAs and Finance Professionals
- Shortcuts, tips and tricks
Overview of the webinar
CPAs spend too much time on repetitive work. In this practical session, Ray shows how ChatGPT, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made easy—without compromising quality or ethics.
Key benefits:
- Automate common Excel and reporting tasks
- Save hours on data cleanup and drafting
- Improve productivity with controlled AI use
Who should attend?
- Accountants (General / Corporate)
- Financial Controllers
- Certified Public Accountants
- Audit Professionals (Internal & External)
- Director of Finance
- Finance Managers
- Head of Accounting
- Financial Reporting Manager
- Senior Accountant
- Management Accountants
- Accounting Manager
- Audit Manager
- Internal Audit Manager
- Tax Manager
- Tax Professionals
- Financial Reporting Specialists
- Compliance Manager
- Compliance & Governance Professionals
- Risk Management Professionals
- Risk & Controls Manager
- Finance Business Partners
- Systems Accountant
- Accounting Systems Specialists
- ERP Finance Lead
- ERP (Enterprise Resource Planning – integrated financial systems) Analysts
- FP&A Professionals (Financial Planning & Analysis – budgeting, forecasting, modelling)
- Accounting Educators & Trainers
- Forensic Accountants
- Public Sector / Government Accountants
- Non-Profit Finance Professionals
- Small Practice / Boutique Firm Owners
- Graduate & Early-Career Accounting Professionals
- Practice Principal / Managing Partner (Accounting Firm)
- Forensic Accounting Manager
- Finance Transformation Lead
- Accounting Educators & Trainers
Why should you attend?
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.
- Harness the full potential of your software investment
- Time-Efficient Power Learning with Focused Topics
- Practical Hands-On Skill Enhancement with High Retention
- Supporting Resources, Learning Guide and Practice Files
- Improved Productivity, Quality and Error Minimisation
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognised for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
Faculty - Mr.Ray Evans
Ray’s professional and relaxed style reflects his thorough understanding of adult learning principles and is demonstrated through his diverse range of classroom, seminar, workshop, and online delivery services and instructional materials.
With Microsoft Certifications in Excel and Word, he has mastered over 2500 topics to an advanced level in Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.
Having trained over 30,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.