A Practical Introduction to Using AI (A BVR and CBV Collaboration and Workshop)
BVR's Interactive Web Workshops
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Featuring
Summary
Finance and accounting professionals are asked to adapt to a rapidly changing workplace. Existing tools like Copilot and ChatGPT can automate tasks and improve workflows with minimal cost and complexity.
In this applied workshop, we’ll walk through practical examples, such as using Copilot in Excel as a personal Excel assistant, ChatGPT to improve firmwide documentation, and open-source LLMs for customized solutions. We will also see how to combine AI tools with “traditional” robotic process automation (RPA) tools like Power Automate.
By the end of this session, you’ll have the skills to integrate AI tools into your workflows.
Program Agenda
- Using Copilot in Excel;
- Standardize internal processes with LLMs;
- Learn about open-source LLMs for custom solutions;
- Develop a road map for AI implementation; and
- Combine AI with robotic process automation (RPA) tools like Power Automate.
Learning Objectives
- Learn to use Copilot in Excel;
- Develop skills to standardize internal processes and documentation with LLMs;
- Introduction to open-source LLMs to create customized AI solutions;
- Learn how to combine AI with RPA tools; and
- Learn to design a road map to implement AI in your organization.
Multi-User CPE Policy
Admission to this program includes one CPE certificate for one individual.
Any additional listeners requesting CPE must be registered prior to the event, log in on their own connection, and pay a processing fee assessed at the completion of the online CPE survey for this course.
CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging
into BVR's website (for subscribers to BVR's Training Series).
CPE Information
- Prerequisites: Knowledge of Business Valuation
- Program Level: Advanced
- Preparation Required: None
- Delivery Method: Group Internet-Based
- Recommended CPE: 3.5 Credit Hours (Accounting – Technical)
Business Valuation Resources 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.
NASBA Sponsor
Every webinar includes periodic online polling questions to assess continuous participation. Attendees must respond to all polling
questions during the webinar to be awarded NASBA-qualified CPE. Attendees that respond to all polling questions and complete a survey
will be verified and emailed a CPE certificate within 5-7 business days.
BVR's Satisfaction Guarantee
Business Valuation Resources offers a 100% money-back guarantee on our training services. If you are not completely satisfied
with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.
