Topic: K2’s Artificial Intelligence In Accounting And Tax Practices

Speaker: Thomas G. Stephens, Jr., CPA,CITP, CGMA, Shareholder, K2 Enterprises

CPE credit: 1.0.  You MUST be present for at least 50 minutes of the presentation.

Agenda:
- 8:00 am – 8:15 am: Chapter Announcements and Self-Introductions
- 8:15 am – 9:15 am: Speaker's Presentation
- 9:15 am – 9:30 am: Networking

Presentation: 

Artificial Intelligence (AI) is the hottest topic in business circles today. With new waves of generative AI tools available to the masses, options for efficiency and productivity gains have never been greater, including in accounting and tax practices. 

In this session, you will learn about the risks and rewards associated with AI and why now is the time to embrace AI. More specifically, you’ll learn how you and your team can use tools such as ChatGPT, Bard, and Copilot to improve productivity. Equally important, you’ll learn about some of the risks associated with AI and yow you can manage them.

Major Topics
- Getting started with AI tools

- Querying data from AI tools

- Limitations and risks associated with AI
 

Learning Objectives:
- Distinguish between various forms of AI and identify examples of each

- Identify key processes in your firm where you can – and should – use AI and automation 

- Differentiate between various solutions you can use in your AI and  automation efforts

Speaker's bio:

- Bachelor of Science in Business Administration, Major in Accounting, Auburn University 

- Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University 

- Thirty-eight years of public accounting & private industry experience

- Twenty-eight years of experience as a continuing professional education discussion leader

- Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; past member of the Institute of Internal Auditors

- To date, has presented approximately 3,100 continuing education sessions to over 78,000 participants

Who Should Attend: Accounting and financial professionals seeking to take advantage of AI tools.
Prerequisites: Fundamental understanding of basic business technology tools
Advanced Preparation: None