AI Prompting Essentials For Auditors & Finance
Revolutionize Your Finance Function with AI Prompting Essentials CPE Training
Elevate your finance and auditing expertise with the AI Prompting Essentials CPE Training Event. This 2-hour interactive seminar is specifically designed for finance professionals, auditors, and compliance specialists eager to harness the power of AI to transform their workflows and decision-making processes.
Learn how to integrate advanced AI tools into your finance and audit functions, streamline operations, and produce precise, actionable insights that drive better business outcomes. With 2 NASBA-Approved CPE credits, this course is tailored for professionals who want to stay ahead in the rapidly evolving landscape of finance and internal auditing.
Why Attend?
Master AI Tools for Finance Professionals: Discover how to leverage tools like ChatGPT, Copilot and other advanced AI applications to optimize financial reporting, compliance tracking, and risk management—all while improving accuracy and efficiency.
Stay Ahead in a Transforming All Industries: AI is reshaping the finance and audit functions, making it essential to understand and adopt these tools. Learn to generate high-quality insights, overcome data challenges, and focus on strategic, value-driven tasks to future-proof your career.
Earn 2 CPE Credits: Enhance your professional credentials while gaining practical knowledge to seamlessly integrate AI into your finance and auditing workflows.
Boost Your Career Prospects: Set yourself apart by mastering cutting-edge AI tools that are redefining all professions. Position yourself as a forward-thinking leader in compliance, risk management, and data analysis.
What You’ll Learn
This engaging training event equips finance professionals with the skills and confidence to integrate AI into key areas of their workflows.
Explore the Capabilities of ChatGPT Plus
- Learn how to automate routine finance tasks like data gathering and report drafting.
- Gain insights into natural language processing and AI tools tailored for finance professionals.
Crafting Effective AI Prompts
- Understand how precise prompts can simplify complex tasks like financial analysis, compliance reporting, and decision-making.
- Master prompt structures that ensure clarity and reliability in AI outputs.
Integrating AI into Finance Workflows
- Develop a step-by-step strategy for incorporating AI-generated insights into traditional finance processes while maintaining compliance.
- Use AI to enhance decision-making and resource allocation.
Practical Applications for AI in Finance
- Streamline processes like financial audits, risk assessments, and compliance tracking using AI-generated insights.
- Practice creating actionable financial plans and summaries with AI assistance.
Addressing Ethical and Compliance Concerns
- Learn how to maintain accuracy, security, and privacy while using AI, adhering to standards like GDPR and other regulatory frameworks.
Who Should Attend?
This event is ideal for finance professionals looking to integrate AI advancements into their roles, including:
- Finance Function Professionals: Streamline financial processes, enhance compliance, and improve decision-making with AI tools.
- Auditors: Create efficient, data-driven reports and tackle complex tasks with confidence.
- Compliance Specialists: Enhance precision and efficiency in meeting regulatory requirements.
Register Today
Step into the future of finance with the AI Prompting Essentials CPE Training Event. Gain the skills to innovate your workflows, enhance decision-making, and tackle compliance challenges with confidence.
Reserve your spot today to earn 2 CPE credits and unlock your potential in an AI-driven finance world. Don’t wait—register now and start transforming your career!
Details on Event Presentation
Offered every eight weeks on Tuesdays at 10:00 a.m. to 12:00 noon Central Time in two CPE-Credit event.
We can schedule private events on your timetable for two or more attendees.
NASBA Program Disclosure
Program Level of Understanding: Basic to Intermediate
Prerequisites: Access to ChatGPT Plus for post event exercises
Advance Preparation: None
Delivery Format: On-site Training (Group-Live); Seminar (Group-Live)
NASBA Field(s) of Study: Auditing
CPE Credits: 2, based on 50 minutes of instruction per hour
CPE Event Highlights
- Enhance Workflow Efficiency: Automate repetitive tasks, reduce errors, and focus on strategic financial analysis.
- Leverage Powerful Reporting Tools: Create detailed, AI-assisted financial reports that drive better decision-making.
- Immediate Implementation: Gain actionable techniques you can apply the very next day to improve your audit or finance function.
- Earn a Certificate of Completion: Showcase your expertise in AI-driven finance practices with a certificate highlighting your achievements.
Learning Objectives
At the "AI Prompting Essentials for Auditors & Finance" CPE Event, participants will unlock the potential of AI to transform their auditing and finance practices. This interactive session is designed to equip you with the tools and knowledge needed to excel in today’s fast-evolving professional landscape. Here’s what you’ll gain:
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Deep Dive into ChatGPT & Copilot: Explore the A.I. capabilities of these tools and their game-changing role in auditing and finance. Learn how this advanced AI tool enhances precision, efficiency, and effectiveness in auditing and finance activities.
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Mastering the Art of AI Prompting: Develop the skills to create tailored AI prompts that streamline critical auditing tasks, from risk assessments to audit planning and high-quality reporting.
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Seamless AI Integration: Discover practical strategies to incorporate AI into traditional workflows, addressing challenges like data overload and the need for faster, more accurate insights.
These learning objectives are thoughtfully designed to empower you with cutting-edge skills, ensuring you’re ready to leverage AI for smarter, more efficient audit and finance practices. Join us to stay ahead in the dynamic world and elevate your expertise!
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Key Issues on the Agenda
Mastering AI Prompting Insights for Auditors & Finance
Section 1: Introduction to Generative AI
What is Generative AI?
- Differs from traditional software by learning patterns, adapting over time, and producing probabilistic outputs.
- Processes unstructured data flexibly.
How Large Language Models Work:
- Tokenization: Breaking text into interpretable units.
- Contextual Understanding: Interpreting meaning in context.
- Prediction: Generating outputs based on probabilities.
- Continuous Learning: Regular updates improve accuracy.
Key Models: ChatGPT, Copilot, etc.
Section 2: Prompting Mindsets & Strategies
Basics of Effective Prompting:
- Define goals clearly to reduce ambiguity.
- Include specific details for accurate responses.
- Provide context and specify desired format.
- Use examples to guide expectations.
Mindsets for Success:
- Think iteratively: refine prompts progressively.
- Collaborate with AI as a partner.
- Adapt prompts based on evolving needs.
Section 3: Anatomy of a Great Prompt
Key Elements:
- Clear Goal: Define the desired outcome.
- Context: Provide necessary background information.
- Format: Specify tone, length, or structure.
- Examples: Illustrate expectations with sample prompts.
Role Assignment in Prompts:
- Define AI’s role explicitly, e.g., “Act as a compliance officer.”
- Guide tone or expertise with assigned perspectives.
Section 4: Advanced Features and Personalization
Using Custom Instructions:
- Customize tone, detail, and preferred formats.
- Provide examples of ideal outputs.
- Set recurring instructions for repeated tasks.
Capabilities of A.I.:
- Advanced Features: Multimodal analysis, including images, text, and datasets.
- Custom GPTs: Tailor AI models for specific audit workflows.
- Examples: Generate visuals, interpret data, and draft reports efficiently.
Section 5: Practical Applications
Workflow Integration:
- Draft preliminary risk assessments and audit objectives.
- Automate creation of audit checklists.
- Generate real-time dashboards for monitoring audit progress.
Data Privacy and Ethics:
- Handle sensitive data responsibly.
- Comply with regulations like GDPR and HIPAA.
- Ensure human oversight for critical decision-making.
Section 6: Collaborative Use Cases
- Use AI to analyze historical reports and identify trends.
- Automate meeting transcription and summarization.
- Create drafts of audit reports based on raw data.
- Leverage real-time analysis to detect anomalies.
Section 7: Summary and Next Steps
- The Prompt Learning Curve: Progress through stages from awareness to automation.
- Ethical AI Usage: Ensure transparency, privacy, and unbiased outputs.
Summary of the Subject Matter
Welcome to the transformative "AI Prompting Essentials for Auditors" CPE event—a two-hour session designed to revolutionize auditing practices through the power of AI. This course introduces you to ChatGPT and Copilot, cutting-edge tools destined to enhance your auditing processes with greater precision and effectiveness.
Throughout the event, you'll learn how to create AI prompts that simplify risk research, optimize audit project planning, improve field operations, and perfect audit reporting. By integrating AI into these critical tasks, you can expect not only increased efficiency but also enhanced decision-making capabilities, ensuring you maintain a competitive edge in the ever-evolving auditing landscape.
Join us to explore how AI can serve as a game-changer for auditors, offering innovative solutions and insights that elevate the quality and impact of your work. This essential training equips you with the skills to fully leverage AI's potential, boosting both your expertise and your organization's performance. Don't miss the opportunity to advance your auditing capabilities with state-of-the-art AI technology.
Authoritative Sources
Enhance your understanding of AI applications in auditing with these authoritative resources. Each link offers valuable insights into the integration of AI technologies like ChatGPT Plus into audit practices, supporting the course content and furthering your knowledge.
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OpenAI - ChatGPT Overview
Explore the capabilities of ChatGPT Plus, the AI tool central to our course. Understand its functionalities and how it can be leveraged in auditing to improve efficiency and decision-making. Visit OpenAI ChatGPT -
The Institute of Internal Auditors (IIA) - AI in Auditing
Discover how AI is transforming the field of internal auditing. This resource provides detailed information on the use of AI for risk management and audit planning . Read More at IIA -
KPMG - AI and Analytics in Internal Audit
This report highlights the strategic use of AI and analytics in auditing, offering case studies and examples that align with our course objectives. Explore KPMG Insights -
PwC - The Impact of AI on Auditing
Gain insights into how AI is reshaping audit processes and the implications for auditors. This detailed analysis complements our course's focus on AI in audit fieldwork and reporting. Discover PwC Analysis
These resources are essential for deepening your understanding and application of AI in auditing, providing a strong foundation for your learning journey in the "AI Prompting Essentials for Auditors" course.
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