This session shows how an AI agent can take on the repetitive core of accounts payable. We begin with the everyday problem: a stack of invoices, each needing to be read, matched, and either paid or questioned. You will see how an agent reads an incoming invoic ...
Regardless of skill, hiring a person who is a bad fit is the wrong decision. In fact, traditional interviewing predicts future success by only 10%. With a bad fit, the employee is never going to reach optimum performance, or be fully engaged, and they are like ...
Claude AI is a generative artificial intelligence assistant developed by Anthropic that can help professionals create content, analyze information, brainstorm ideas, summarize materials, and complete a variety of knowledge-based tasks. As AI becomes increasing ...
CPAs spend too much time on repetitive work. In this practical session, Ray shows how ChatGPT, AI, and Excel automate spreadsheet tasks, reporting, and communication. By mastering prompt skills, routine CPA and finance work becomes faster, clearer, and made ea ...
This course helps you move past basic ChatGPT use and into smarter, more powerful workflows. Learn how to give better instructions, personalize ChatGPT, and use AI as a reliable assistant for real work and everyday life. This course is designed for people who ...
Communication is the Master Skill To Success! Communication is the Master Skill To Success, yet virtually no one has been trained in this area – Amazing! Communication is literally what we do ALL day long … And people have very little skill in this area … Bu ...
Excel users often spend significant time cleaning data, preparing reports, and trying to make sense of large datasets. In this session, you will explore how Claude can support the spreadsheet workflow both inside and outside Excel. We will look at practical t ...
A recent study on workplace conflict found that an overwhelming majority (85%) of employees, at all levels, have experienced dealing with stressful conflict. For example: being in a frustrating disagreement with a colleague; managing a conflict between co-work ...
The role of administrative professionals continues to evolve as organizations seek greater efficiency and productivity. Claude AI offers a powerful solution for streamlining administrative tasks and helping professionals focus on higher-value activities that s ...
“Claude For CPAs: Best Practices & Strategies” is designed to help accounting and finance professionals understand how generative artificial intelligence can be responsibly integrated into modern accounting workflows. As AI adoption accelerates across tax, aud ...
