AI/ChatGPT 101: Introduction to AI

Date: Tuesday, March 19, 2024
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter: Roman H. Kepczyk, CPA.CITP, CGMA, Director of Firm Technology Strategy, Rightworks
Moderator: Wayne Sine, CPA, Education Director, National Association of Accountants for Cooperatives
Learning Objectives:
1: Understand the various types of AI and how to safely get started using generative AI.
2: Learn a structured process to “prompt” successfully from the start and specific cautions about using ChatGPT safely.
3: Walk through specific examples of accountant usage making AI your virtual assistant.
Field of Study: Computer Software & Applications
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
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Course Description

Generative Artificial Intelligence, and in particular Open.AI’s ChatGPT permeated business and technology headlines over the past 18 months and its impact on business is only increasing. This program will provide an explanation of why the AI Revolution is happening now and why generative AI is different than the “augmented intelligence” tools already being utilized by accounting professionals. This introductory session will walk through the setup of your account, cautions on usage and a streamlined approach to “prompting” the AI to work for you. Roman will walk through specific examples to get you started successfully and resources to make AI part of your organization's strategic planning discussions.

Learning Objectives:
1: Understand the various types of AI and how to safely  get started using generative AI.
2: Learn a structured process to “prompt” successfully from the start and specific cautions about using ChatGPT safely.
3: Walk through specific examples of accountant usage making AI your virtual assistant.

Presenter and Moderator Bios

Presenter: Roman H. Kepczyk, CPA.CITP, CGMA, Director of Firm Technology Strategy, Rightworks

Roman H. Kepczyk, CPA is Director of Firm Technology Strategy for Rightworks. His primary focus is helping firms throughout North America effectively use information technology and accounting applications to transform their practices by optimizing their tax, audit, CAAS, and administrative production workflows.

He has spent the past twenty-seven years consulting exclusively with CPA firms and prior to that, ten years with the CPA firm of Henry & Horne, (Arizona’s largest regional firm) where he was the partner in charge of the firm's Management Advisory Services and Consulting practices. Roman also served as the firm’s Administrative partner where he oversaw Internal Accounting, Marketing, Human Resources, and was responsible for the creation and implementation of the firm's technology plan and budget.

Roman has been named by INSIDE Public Accounting as one of the profession’s Most Recommended Consultants for the seventeen years through 2022, CPA Practice Advisors Top 25 Thought Leaders from 2011 through 2023 and Accounting Today’s Most Influential People in Accounting eighteen times.

On a technical level, Roman is a Certified Lean Six Sigma Black Belt (LSS BB), an AICPA Certified Information Technology Professional (CITP) and has earned the AICPA’s Robotic Process Automation and Data Analytics credentials. Roman has also earned the CPAFMA’s Professional Accounting Firm Manager designation for internal CPA firm practice management.

He has served as a member of AICPA Council, the AICPA PCPS Executive Committee and is a former Chairman of the AICPA's Information Technology Executive Committee. He has served as a member of other AICPA initiatives, including the Special Committee on Enhanced Business Reporting, eBusiness Task Force, IT Best Practices, IT Research, IT Practices Committees, and Group of 100 projects. In addition, he is a former Chairman of the AICPA Top Technologies Task Force.

Roman is also an Advisory Board Member to the CPA Firm Management Association (formerly the Association for Accounting Administration), the BDO Alliance Technology Committee, and served on the Board of Directors of the Arizona Society of CPAs.

Moderator: Wayne Sine, CPA, Education Director, National Association of Accountants for Cooperatives

After retiring as Tax Director for Southern States Cooperative, Wayne Sine was asked to serve as Education Director for NSAC. He has been a long-time and active member of NSAC, having served as past President of the Atlantic Chapter and past Chair of the Tax Committee. In addition to his work with NSAC, Wayne has served on the Legal, Tax, and Accounting (LTA) Committee of the National Council of Farmer Cooperatives, Chaired the Tax Committees for both the Virginia Chamber of Commerce and the Virginia Manufacturers Association, served on the Tax Policy Committee of the Virginia Society of CPAs, and served as past Region Vice President for the Tax Executives Institute.

Cost
Free for NSAC Members / $56.00 for Non-Members

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.

What is NSAC's Cooperative Learning Network?
The NSAC Cooperative Learning Network is a live, interactive webinar, and you can attend from any location with internet and/or telephone access. NSAC members can attend an unlimited number of CLNs at no charge!

Each Cooperative Learning Network will have one or more speakers who are recognized experts on the topic. CLNs typically include a Q&A session where participants can ask questions live or by chat. No advance preparation or prerequisites are required, unless otherwise stated in the course information. Attendees are able to download copies of the slides and/or handouts and are provided a link to view the recording (unless the description states the session will not be recorded). These tools help continue your learning experience after the session.

CPE Credits
The National Society of Accountants for Cooperatives (NSAC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor (#103068) 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 addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Internet Based.

Why NSAC Cooperative Learning Networks?

Fast.
No wasted time. Get right to the heart of the matter in a course designed to easily fit into your busy schedule.

Convenient.
No travel. No time out of the office. Listen and follow along from the comfort and convenience of your desk, device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
NSAC Cooperative Learning Networks are free for members and available to non members at a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars.