The Journey to Becoming a Cherished Advisor: Utilizing AI to Create Opportunities for Long-Lasting Client Relationships
The human side of the advisory experience can't be replaced by technology, but it can be enhanced. Learn how to benefit from artificial intelligence, cloud technology and machine learning.
Format
Webcast
NASBA Field of Study
Business Management and Organization
Level
Basic
CPE Credits
1
Instructor
Amy Vetter
Availability
3 months
Product Number
BLI3050026
Changing the way you manage business and personal life
In the accounting profession, we strive to improve our clients’ lives with the numbers we provide them. Yet, many of us still spend the majority of our time processing data in the traditional sense, rather than helping our clients understand how the numbers affect their business or life at a holistic level.
In this webcast, you'll learn how to get back to your purpose and distinguish yourself as a highly-valued strategic partner.
Key Topics
- Introduction to deep learning
- Opportunities for the accounting profession
- Demonstration of AI and machine learning in current cloud accounting tools
- Getting back to your purpose as an accountant or bookkeeper
- Defining what it means to be a cherished advisor
Learning Outcomes
- Identify helpful technology such as artificial intelligence (AI) and machine learning (ML)
- Recognize how AI and ML are influencing the accounting profession
- Identify how technology changes the way you work
- Distinguish yourself as a cherished adviser whom your clients rely on to successfully meet their financial goals in business and life
- Identify the soft skills you need in order to create a better relationship with your clients and develop new service offerings
Who will Benefit
- Accountants and finance professionals (Senior level associates, leaders, partners, firm owners)
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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