Complimentary for Members

September 30, 2025


In-Person

Teleconference Event
Attend from any location, Participate via phone,


NASBA 1

Let's Get Real: Operationalizing AI for Tax Work Tech Session Webinar

This session will help you build a plan to implement AI for tax work in a real way.

September 30, 2025
In-Person
NASBA 1
  • Instructor

    Toni
    Witt

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Implement secure and effective ChatGPT strategies, including prompting techniques and use cases tailored to accounting tasks. Evaluate emerging AI tools and assess their impact on accounting services. Adapt firm pricing, business models, and standard operating procedures to integrate AI technologies.

Major Topics

  • Maximizing your use of ChatGPT
  • security, prompting, use cases, and more.
  • New AI tools and how the profession will be impacted.
  • Adapting pricing, business models, and SOPs around AI.

CPE Credits Available

NASBA 1
0.5
Advisory Services (NYSED) (Advisory Services) - NASBA
0.5
Taxation (NYSED) (Taxation) - NASBA

Teleconference Event

Attend from any location, Participate via phone,

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Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Sole practitioners up to mid market accounting firms (<100 staff) that do tax preparation work

Provider

Foundation for Accounting Education

This event has ended.