Working with AI: How to Get Along with an Artificial Coworker
AI is reshaping the way accountants work and serve their clients. In this webinar, we will demystify artificial intelligence (AI) and share what we’re learning about how to engage it effectively and responsibly. Along the way, we will cover core concepts of generative artificial intelligence (GenAI), discuss how to approach it responsibly, and share a case study of how using an AI-powered product can help assist accountants with the reporting and advisory work they do for clients. We will also walk through a “Checklist for Mindful Prompting” to communicate effectively with chat-based AI tools.
Who Should Attend: Anyone interested in adopting AI, and anyone involved in the nonprofit sector, including nonprofit management, finance team members, board members (or potential board members), volunteers, and donors.
Learning Objectives:
- Recognize AI’s strengths and weaknesses in the context of professional services workflows.
- Consider the ethics, privacy, and security implications of using AI.
- Learn best practices for effective communication with chat-based AI tools.
Participants will earn 1.0 CPE credit in Information Technology.
To receive credit, attendees must respond to three out of the four poll questions asked during the program.
Once registered, you will automatically receive access to the webcast recording and, if you qualified for CPE, have the ability to download your certificate.
Additional Information
Prerequisites: There are no prerequisites for this program.
Advanced Preparation: None
Program Level: Overview
Delivery Method: Group Internet Based
Field of Study: Information Technology
Refunds and Cancellations: There is no fee to attend this program. In the rare event that YPTC needs to cancel the webinar due to circumstances beyond our control, all registrants will be notified via email and provided with alternative dates the program will be offered. For more information regarding refund, complaint, and program cancellation policies, please visit https://www.yptc.com/training-policies/
Your Part-Time Controller, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Edwin Harvey leads the AI Solutions and Training department at Your Part-Time Controller, LLC, where he champions effective, responsible adoption of emerging AI technologies. Edwin has consulted across the fields of analytics, automation, and business strategy, especially in the nonprofit and financial management sectors, leading teams that leverage technology to tell stories, inform decisions, and enhance efficiency. The advent of generative AI has renewed the relevance of Edwin’s training in the humanities – including a doctoral degree from U.C., Berkeley – as he helps clients and colleagues alike to navigate the overlap between digital tools and natural language. A passionate trainer, Edwin speaks frequently at conferences, events, and webinars.
Christine Chacko, she/they, is an Associate in the Philadelphia market at Your Part-Time Controller, LLC, where they help develop AI and data visualization solutions to help clients better understand financial data. Christine holds a BBA in Accounting from Loyola University in Maryland, and an MPhil from Trinity College Dublin. They bring extensive experience in fiscal management, leadership development, strategic planning, data analysis, and financial reporting. Christine has developed and led many internal and external trainings over the years, helping other professionals to learn about topics such as creating inclusive spaces, telling a story with financial information, and using technology to make effective use of resources.