Events Search
  Summary & Check Out (0)
Tuesday, August 17, 2021 Live Webcast

The Journey to Becoming a Cherished Advisor: Utilizing AI to Create Opportunities for Long-Lasting Client Relationships (X3-3050026)

10:00 AM - 11:00 AM EDT
webcast

Vendor Platform

0.5 CPE Credits in SK
0.5 CPE Credits in MT

OVERVIEW

Artificial intelligence (AI), cloud technology and machine learning have changed the way our clients manage their business and personal lives. In the financial industry, we strive to improve our clients’ lives with the numbers we provide them. Yet many of us still spend the majority of our time processing data in the traditional sense, rather than helping our clients understand how the numbers impact their business or life at a holistic level. With AI, cloud technology and machine learning, many of the tasks of the past that we are used to doing will be reduced. However, the human side of the experience can never be replaced by technology, only enhanced.

DESIGNED FOR

CPAs, corporate finance teams, business leaders and other financial professionals.

BENEFITS

* Discuss new technology such as Artificial Intelligence (AI) and Machine Learning (ML);

* Discover how AI and ML is impacting the accounting profession

* Examine how technology changes the way you work with clients, staff, and for yourself

* Become “Cherished Advisors” — highly-valued strategic partners whom your clients rely on to successfully meet their financial goals in business and life

* Identify the soft skills you need in order to create a better relationship with your clients and grow new service lines

COURSE LEVEL

Basic

PRICING

$35.00 - Member

$55.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

AICPA/NJCPA