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Free cpe webinars
AI & ChatGPT Adoption for the Modern Firm


Cost Free
Presentation Length 1.0 hour

Recorded DateApril 25, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Artificial intelligence (AI) and ChatGPT dominated business and technology headlines over the past year, and their impact will be even more profound in 2024. This webinar will provide an overview of AI for accounting firms. It will cover how your firm can get on board safely, including addressing specific cautions to keep your users safe (and keep your firm out of the headlines). 

In this webinar, we’ll walk through various ways of putting AI to work in your firm, including the actual “prompts” that will optimize your experience within your tax, A&A, and CAAS departments. This session will also provide a peek into Microsoft’s Copilot(s), which will leverage AI in the day-to-day work of accounting professionals. 

Learning Objectives:

  • Identify today’s headlines showing how AI is driving innovation everywhere

  • Summarize why AI is happening now, who the main players are, and where it is going

  • Recognize the AI mistakes that others have made so you don’t repeat them in your firm (and develop your AI policy now)

  • List ways to put AI/ChatGPT to use in your Tax, A&A, CAAS, and Administrative departments today, as well as introduce you to your new Copilot

  • Define ways to ensure AI stays at the forefront within your firm’s strategic technology plans

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Roman H. Kepczyk, CPA, CITP, CGMA

Director of Firm Technology Strategy
(678) 495-0508

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Roman Kepczyk is Director of Firm Technology Strategy for Rightworks and a long-time trusted technology consultant to the accounting profession. He has partnered with more than 400 CPA firms to effectively utilize their information technology and accounting applications by optimizing their tax, assurance, and administrative production workflows. In addition to being a CPA, CITP, and CGMA, Roman is certified as a Lean Six Sigma Black Belt which he utilizes to transform accounting firms in his consulting practice. Roman has been recognized as one of Accounting Today’s Most Influential People in Accounting fifteen times, a CPA Practice Advisor Top Thought Leader each of the past ten years, and one of INSIDE Public Accounting’s Most Recommended Consultants to the Accounting Profession fifteen years. Roman is a prolific author and speaker to the accounting profession helping firms transform their practices.

About Our Presenter

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Rightworks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and collaboration, productivity tools, and world-class guidance and support to make you more productive and more profitable.