ChatGPT for Business Advisory: Unlocking the Power of AI


Sep 13,2023

PRESENTER(s): Mark Wickersham

11:00 AM ET | 10:00 AM CT | 08:00 AM PT | 120 Minutes
  • Webinar Instruction will be emailed on your registered email address 3 days prior to webinar
  •  | 
  • Web Download / e-Transcript will be shared in 7 working days from the date of webinar

Discover how ChatGPT can revolutionize your accounting firm's advisory services and take them to the next level. With ChatGPT, you can deliver faster and more accurate financial analysis, freeing up valuable time for strategic planning and business growth. Leverage the power of AI to provide your clients with deeper insights into their financial performance, empowering them to make better business decisions. 

Are you ready to take your advisory services to the next level? Join us for a 90-minute live training session to learn how ChatGPT and other AI models can revolutionize your accounting firm.

Session Highlights:

  • Learn why business advisory services are now more critical than ever
  • The 6 key ingredients that make a complete advisory solution
  • An introduction to AI, ChatGPT and other Large Language Models… and an understanding of their strengths, weaknesses and limitations
  • 6 powerful ways you can use ChatGPT as part of your business advisory solution
  • Unleashing the potential of ChatGPT for business plan reviews and actionable suggestions
  • Using ChatGPT for developing a comprehensive business strategy
  • A practical example of financial analysis using ChatGPT

Don't miss this opportunity to unlock the full potential of AI in transforming your advisory services. Join us and revolutionize the way you serve your clients.

At the end of this summit, you will know:

  • Understand the importance of business advisory services for accounting firms and how AI-powered tools like ChatGPT can revolutionize their practices.
  • Learn three ways to leverage ChatGPT to deliver deeper insights and faster and more accurate analysis to clients, enabling them to make better business decisions.
  • Discover how to unleash the potential of ChatGPT for business plan reviews and actionable suggestions, enhancing the value and quality of your advisory services.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Information Technology
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: PJGWS-T-00081-23-O
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Will Benefit:

  • CPA's
  • Tax Attorneys
  • Accountants
  • Tax Compliance Managers
  • Other Tax Professionals
Speaker Profile:
Mark Wickersham – Chartered Accountant, public speaker and #1 best-selling author – is known as the most sought-after profit improvement expert in the accounting community. He is famous for helping accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing. Mark is passionate about this great accounting profession. He believes that we have the power to make a profound difference in the lives of our clients and in return accountants should be very richly rewarded.

Unfortunately, the reality is very different; benchmarking studies show over half of accounting firms are actually making a true economic loss. Mark wants to CHANGE that. He is passionate about the accounting profession and helping accountants to become much more profitable. He believes every firm – including you – has the potential to double profits using the 7-step “Fastest Way To Double Your Profits” formula. He also strongly believes that the old business model (the way accountants are taught to run accounting firms) is not only commercially stupid but UNETHICAL. Practitioners owe it to clients to change their focus. Mark is also a widely published author on practice issues. In May 2011 his book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. His other books include, “A Practical Approach to Value Pricing” and “How to Build a Successful Bookkeeping Business”, both of which have been widely acclaimed. In 2015 Mark was shortlisted in the AccountingWeb “Outstanding Contribution to Accounting” award. Mark has over 100 recommendations from accountants on LinkedIn; CONNECT with him on LinkedIn to get access to free resources Mark has created for accountants in practice.

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