Get ready to embrace innovation and stay ahead in the dynamic world of accounting, finance and tax in this engaging session as it dives into the AI revolution in the CPA profession. You will discover how AI is reshaping the world of CPAs in the various roles we fill, unlocking exciting opportunities and guiding us through a world of change.

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Generative AI, currently being led by ChatGPT, is the most transformative technology for our profession since the advent of the electronic spreadsheet in the 1980s. Every CPA must develop a foundational understanding of this technology, including how it works and opportunities to apply it in business and finance. This session will provide a primer on ChatGPT and generative AI technology and its potential. The concepts of generative AI will be explained, along with the nomenclature. It will also include a discussion and demonstration of practical applications for ChatGPT and other generative AI solutions for accounting professionals.

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In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This session will equip you with the knowledge and tools to build robust spreadsheets, implement a range of controls and safeguards to ensure data integrity, streamline processes and maximize accuracy.

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If you use Microsoft 365 in your organization, this session will explain and demonstrate specific initiatives you can focus on to get the most out of the Microsoft 365 subscriptions you are already paying for. Topics that will be covered include eliminating email file attachments, automating appointment scheduling, managing projects/engagements with the Planner app, documenting processes with the Stream app, eliminating internal email messaging with Teams, and much more.

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In this innovative session, you will learn to combine the power of AI with the functionality of Excel. You'll find out how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. Although there will be a quick introduction to ChatGPT, the primary focus of this session will be a live demonstration of how to use ChatGPT to create an Excel spreadsheet.

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Embark on a journey to master Microsoft's Power BI, a powerful tool for data analysis and business intelligence. This session is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features such as Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service and Power BI Report Server.

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Advance your digital proficiency with Microsoft 365 Copilot, an innovative tool revolutionizing the way CPAs and financial professionals create and manage digital content, and discover how Copilot enhances the efficiency and creativity of your emails, PowerPoint presentations and Word documents. Tailored specifically for CPAs in the private sector, including controllers and CFOs, as well as those in accounting firms serving clients, this session will introduce you to the technology, showcasing its capabilities to streamline workflows and elevate the quality of your professional communications.

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Designed for professionals looking to enhance their data analysis skills, this session will cover the essential aspects of building robust, efficient data models in Power BI. In this session, you will learn how to integrate different data sources, create meaningful relationships and develop insightful metrics to drive business decisions, including various aspects of data modeling such as establishing relationships, creating calculated columns and understanding the intricacies of basic Data Analysis Expressions (DAX) measures.

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In this unique panel-style session, you'll have an unrivaled opportunity to get your burning questions answered from leading experts on all things related to CPA technology.

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