Demystifying AI for the accounting and finance profession
CPA.com
Generative AI Initiative
Recognizing the tremendous potential for Generative AI (GenAI) to reshape the accounting and finance profession, CPA.com is leading a multi-part GenAI initiative to support CPAs’ understanding and application of this transformative technology. This collection of resources aims to empower professionals to assess the possibilities and make informed decisions on how to implement GenAI into their practices in a risk-averse way.
This is one of CPA.com’s several strategic initiatives that deliver on our mission to empower the profession in the digital age.
Check back regularly for updated information, learning opportunities and materials as the capabilities of this technology continue to evolve.
Resources for an evolving AI landscape
Toolkit: Building your AI strategy
Take a deeper dive into GenAI and the specific opportunities and risks that accounting and finance professionals should consider as they begin to formulate their AI strategy with this award-winning resource.
The Rise of GenAI
Top insights from CPA.com’s year-long research initiative into GenAI’s transformative impacts on the profession, including findings from the AICPA / CPA.com AI Symposium, firm use cases, interviews with AI experts, and more.
Infographic: The Road to AI Implementation
As your team looks to implement an artificial intelligence strategy, it’s important to avoid trying to slot this powerful tool into existing expectations of technology. Our Road to AI Implementation provides a quick map of things to consider as your firm or finance team embarks on the journey to transformation.
Infographic: Unpacking AI
Is your GPT an LLM? Does that tool use ML or DL? Keeping up with this transformative technology can seem like a headache. Our Unpacking AI infographic breaks down each layer of artificial intelligence and how it's being used in accounting and finance. Once you've wrapped your head around all the acronyms.
Understanding the GenAI Landscape
Below you’ll find resources offering a high-level perspective on the current AI landscape and how GenAI can be optimized for the accounting and finance profession:
Use case tutorials
CPA.com has identified specific use cases categorized by practice or business sub-set most likely to benefit from the implementation of GenAI. View video walkthroughs that illustrate how to Build the right prompts for practical application.
Security & Risk Considerations
Understanding the associated security implications becomes crucial for businesses across industries. This document outlines the top security and risk considerations with remediation recommendations.
Key terminology
Explore a handy glossary of terms to help you navigate this emerging technology.
Startup Accelerator
The 2024 AICPA and CPA.com Startup Accelerator cohort specifically focuses on companies developing novel AI solutions for the profession.
LEARNING OPPORTUNITIES
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Digital CPA Podcast:
Strategy & Leadership when the Pace of Change is
Exponential
Hosts Kacee Johnson and Kalil Merhib chat with Pascal Finette, co-founder, be radical, about disruption and the mindset necessary to navigate the impacts of AI and more. - Blog: An AI-enabled profession: Key takeaways from the 2023 Executive Roundtable A recap of the AICPA/CPA.com Executive Roundtable, which convenes C-suite leaders from across the accounting and technology ecosystem to gain insights and exchange ideas on how to best serve the profession and their clients and organizations. The 2023 event had a heavy AI focus.
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On-Demand Webcast:
Generative AI, The Great Equalizer
We’ll breakdown unique use cases of GenAI in the accounting and finance profession and offer practical tools to help you build your AI strategy and apply this emerging technology into your practice.