Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
Total Credits: 2.2 including 1 Accounting - Technical, 1.2 Business Management & Organization - Non-technical
- Average Rating:
- 39
- Categories:
- ACPEN Industry Institute | Industry
- Faculty:
- James T. Lindell, CPA, CSP, CGMA, MBA
- Course Levels:
- Intermediate
- Duration:
- 2.2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.
Basic Course Information
Learning Objectives- Recognize the potential impact of ChatGPT for Strategic and Financial Management
- Identify accounting functions that can benefit from ChatGPT with increased efficiency
- Recognize how ChatGPT can revolutionize Risk Management for Strategic Planning purposes.
- Identify new business models with ChatGPT and scripting
- Identify related tools that leverage the power of ChatGPT in the accounting function
Major Subjects
- Recognize the variety of ChatGPT uses in accounting.
- Determine how to use ChatGPT.
- Identify how ChatGPT improves customer, vendor, and industry research.
- Recognize how ChatGPT aids in financial benchmarking.
- Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers Handout (6.2 MB) | Available after Purchase | ||
Faculty
James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products
President
Thorsten Consulting Group, Inc.
Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.
Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.
Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.
Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.
Dates
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Wed, Apr 16, 2025 - 09:00am to 10:56am MDT
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Fri, May 02, 2025 - 12:00pm to 01:56pm MDT
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Wed, May 21, 2025 - 09:00am to 10:56am MDT
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Mon, Jun 02, 2025 - 12:00pm to 01:56pm MDT
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Sat, Jun 14, 2025 - 01:00pm to 02:56pm MDT
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Wed, Jun 18, 2025 - 09:00am to 10:56am MDT
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Mon, Jun 30, 2025 - 08:00am to 09:56am MDT
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Thu, Jul 03, 2025 - 11:00am to 12:56pm MDT
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Tue, Jul 15, 2025 - 01:00pm to 02:56pm MDT
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Fri, Aug 15, 2025 - 01:00pm to 02:56pm MDT
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Fri, Aug 29, 2025 - 08:00am to 09:56am MDT
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Thu, Sep 04, 2025 - 11:00am to 12:56pm MDT
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Mon, Sep 15, 2025 - 01:00pm to 02:56pm MDT
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Wed, Oct 15, 2025 - 01:00pm to 02:56pm MDT
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Wed, Oct 29, 2025 - 08:00am to 09:56am MDT
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Tue, Nov 04, 2025 - 11:00am to 12:56pm MST
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Sat, Nov 15, 2025 - 01:00pm to 02:56pm MST
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Mon, Dec 15, 2025 - 01:00pm to 02:56pm MST
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Mon, Dec 29, 2025 - 08:00am to 09:56am MST
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Mon, Jan 05, 2026 - 11:00am to 12:56pm MST
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Thu, Jan 15, 2026 - 01:00pm to 02:56pm MST
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Tue, Feb 17, 2026 - 01:00pm to 02:56pm MST
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Sat, Feb 28, 2026 - 08:00am to 09:56am MST
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Wed, Mar 04, 2026 - 11:00am to 12:56pm MST
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Wed, Mar 18, 2026 - 01:00pm to 02:56pm MDT
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Wed, Apr 15, 2026 - 01:00pm to 02:56pm MDT
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Tue, Apr 28, 2026 - 08:00am to 09:56am MDT
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Mon, May 04, 2026 - 11:00am to 12:56pm MDT
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Fri, May 15, 2026 - 01:00pm to 02:56pm MDT
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Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
CPAs, Controllers, CFOs
Original Recording Date
02/20/2024
Yellow Book
No
Course Developer
James T. Lindell
Date Added to Catalog
02/20/24
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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