Turbo Charging Productivity With Artificial Intelligence
Date: Monday, May 12, 2025
Instructor: Stephen M. Yoss
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs |
|
Imagine completing 10 hours of work in a 6-hour day – this isn’t science fiction, it’s the reality of properly leveraged AI tools. Just as power tools revolutionized construction, generative AI and machine learning are transforming financial work. This hands-on course teaches financial professionals how to master these digital power tools, showing you exactly how to amplify your productivity through practical applications of ChatGPT, Claude, and other AI platforms, alongside traditional tools like Excel and Power BI. These aren’t future technologies – they’re available now and mastering them isn’t optional; it’s the new standard for professional excellence.
The workplace has fundamentally changed, and proficiency with AI tools is now as essential as Excel expertise was a decade ago. This course cuts through the hype to deliver actionable strategies for immediate implementation. You’ll learn precise prompt engineering techniques, discover the most effective AI tools for financial work, and gain hands-on experience integrating these technologies into your daily workflow. Don’t just adapt to the future – get ahead of it. Register now to transform your productivity and master the tools that are becoming the backbone of modern financial work.
Who Should Attend
Financial professionals at all levels who want to transform their productivity using AI
Topics Covered
- AI as Your Productivity Multiplier: Understanding Modern Digital Power Tools
- Mastering Prompt Engineering: The Key to AI Efficiency
- Essential AI Platforms and Tools for Financial Professionals
- Practical Integration: Supercharging Excel, Power BI, and Financial Software with AI
- Real-world Transformations: From 6-Hour Days to 10-Hour Output
Learning Objectives
- Master prompt engineering techniques to extract maximum value from generative AI tools
- Transform traditional financial tasks into AI-powered workflows that save hours daily
- Execute advanced AI-driven processes across multiple platforms and tools
- Select and implement the right AI tools for specific financial challenges
- Optimize existing workflows by integrating AI capabilities with current financial software
- Understand the fundamental mechanics of AI, including machine learning models, neural networks, and how large language models process and generate information
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Information Technology (2 hours)
Program Prerequisites
None
Advance Preparation
None
