Generative AI in Action as a Transformative Tool for Accountants
Overview
EXCLUSIVELY FOR LCPA MEMBERS!
Unlock the potential of generative AI to revolutionize accounting. In this fast-paced, 50-minute session, discover how AI can automate repetitive tasks, deliver powerful insights, and enhance communication. Through real-world examples tailored for accountants, we’ll explore how to streamline workflows, gain competitive advantage, and navigate the ethical considerations of AI adoption. Get a glimpse of the practical tools and techniques that are reshaping the profession and find out how to take the next step in mastering AI.
This event is FREE as a benefit for LCPA members in good standing.
To renew your membership click HERE.
Call LCPA Member Service to register your non-CPA staff.
Objectives
- Identify practical AI use cases for enhancing communication, including drafting clear and concise financial summaries and recommendations.
- Understand the foundational principles of AI privacy and data security to ensure ethical and compliant usage in accounting practices.
- Develop basic prompt-writing strategies to interact effectively with generative AI tools and maximize their value in real-world accounting scenarios.
- Evaluate the potential impact of AI trends on the accounting profession and how to prepare for emerging technologies.
Leader(s):
Leader Bios
Byron Patrick
Byron K. Patrick, CPA, is an innovator who thrives at the intersection of accounting and technology. Rejecting traditional accounting roles early on, Byron founded Simplified Innovations, an IT firm built specifically for CPAs. He expanded his impact at Botkeeper, leading the charge in adopting AI to revolutionize bookkeeping. And moved on to transform how accounting firms handle quality assurance through automated technology as CEO of VERIFYiQ. For decades, Byron has been a respected national speaker and writer, translating complex accounting technology topics into practical guidance. As co-founder of TB Academy, Byron equips accountants with generative AI skills, empowering them to become tech-enabled industry leaders. He frequently shares his insights nationwide, making advanced technology approachable and practical for finance professionals. Outside the accounting-tech scene, Byron lives on a horse farm, balancing family, dogs, horses, and a passion for helping accountants redefine their profession.
Twyla Verhelst
Twyla Verhelst is a CPA with a diverse, strategy-focused skill set that spans accounting, partnerships, entrepreneurship, and software innovation. Recognized as a Top Women in Accounting, Twyla is committed to inspiring others to try something new, share their experiences and challenge the way things have always been done. A former owner of an advisory-led firm, a female founder of a tech start-up, and now VP, Industry Relations & Community at Karbon, Twyla dedicates her time to the intersection of modern accounting and progressive technology, exploring innovative new ways to push forward the accounting profession. Twyla is also co-founder of TB Academy, learning and education for accountants to harness generative AI’s transformative potential.
Member Price $0.00