search

Instructor : Trent Green

This introductory course provides a clear, concise, step-by-step example of the fundamentals of how to import data into Alteryx, how to select and configure its tools to transform that data according to your needs, and how to export the cleaned-up version to an Excel workbook for further CPA-related calculations.  It also introduces those new to Alteryx to frequently used technical terms and concepts, as well as how you can use Alteryx as a powerful complement to Excel to turbocharge your ability to produce CPA work products.

 In addition, this course covers the purposes and functionality of the various sections of Alteryx’s main screen, including the Canvas, the Tool Palette, the Configuration Window, and the Results window.  This and other foundational knowledge taught in the course will increase your ability to confidently and expertly use the program’s software tools.  Finally, this course shares numerous insights and commentary that pertain directly to CPAs and the kind of work we do.  If you’ve wanted to learn about Alteryx and how it can boost your productivity and advance your career, this course is for you!

Promotional Snippet

Field(s) of Study: Computer Software & Applications
  • More Info

    Learning Objectives

    • Import data into Alteryx, select it and configure it in order to transform that data into actionable operations that support company operations.
    • Export a transformed, cleaned-up version of your data to Excel workbooks in order to more easily utilize it.
    • Use Alteryx in conjunction with Excel when creating CPA-related work products.
    • Learn the meaning and significance of frequently used Alteryx terms

    Level

    Basic

    Prerequisites

    None.

    Advanced Preparation

    None.

    Marketing Info

    This course on Alteryx is for CPAs in industry or public accounting at all levels who want an introduction to how to use this powerful software tool as a complement to Microsoft Excel.  This course was created by a CPA for CPAs, and it’s been crafted to be concise, engaging, understandable, and focused on providing practical Alteryx-related knowledge and skills that you can immediately apply on the job!

  • Events
Show less keyboard_arrow_up

Artificial intelligence platforms such as ChatGPT are transforming our profession and the way we work.  The purpose of this course is to provide CPAs with the background of ChatGPT and to show through examples how to use its vast capabilities to effectively find answers to accounting, tax, Excel, Alteryx, and other technical issues.  This course also covers five practical strategies to help CPAs to learn and keep up with A.I. in a fast-changing technological environment.

Promotional Snippet

Field(s) of Study: Information Technology
  • More Info

    Learning Objectives

    ·       Understand the background and foundational concepts of ChatGPT, OpenAI, and large language models (“LLMs”).

    ·       Be able to use “prompt engineering” and customize it to generate A.I. responses to meet specific needs.

    ·       Know how to use ChatGPT to find answers and resolve issues for accounting, tax, Excel, Alteryx, and other subject areas relevant to CPAs.

    ·       Identify five strategies for keeping up with A.I. in a fast-changing technology environment.

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

    Marketing Info

    This introductory course is for CPAs in industry or public accounting at all levels who want an introduction to ChatGPT, how to use A.I. effectively on the job, and who want to learn strategies to keep up with rapidly changing technologies that are transforming our profession.

  • Events
Show less keyboard_arrow_up

As we progress into the age of artificial intelligence, the technology landscape is changing at an ever-increasing pace.  As CPAs, is it possible to harness the benefits of A.I., ChatGPT, and other emerging technologies instead of getting overwhelmed by them?  The answer is yes, but only if we take the right approach.  Rather than react to every new technology that comes along, this course presents a sound, stable, principles-based framework for learning and adopting A.I. and other technologies that keep us focused on producing high-quality deliverables accurately and on time.  This course also covers some positive aspects and cautions of A.I. for CPAs.

Promotional Snippet

Field(s) of Study: Information Technology
  • More Info

    Learning Objectives

    • Increase productivity after utilizing 8 strategies when evaluating, learning, and applying AI and other emerging technologies
    • Articulate and apply the positive aspects of AI most relevant to CPAs
    • Avoid some of the common mistakes and misapplications of AI in your practice

    Level

    Basic

    Prerequisites

    Those brand new to AI and its application to tax and accounting should view "CPE Course – An Introduction to A.I. and ChatGPT for CPAs" also offered on this page.

    Advanced Preparation

    It is highly recommended, but not necessary for credit, to first view "CPE Course – An Introduction to A.I. and ChatGPT for CPAs" also offered on this site.

    Marketing Info

    This introductory course is for CPAs in industry or public accounting at all levels who want to learn how to effectively evaluate, learn, and apply A.I., ChatGPT, and other emerging technologies to more efficiently and effectively produce CPA-related deliverables (financial statements, tax returns, etc.).

  • Events
Show less keyboard_arrow_up