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Friday, August 15, 2025 Live Webcast

Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers (X4-7298265)

3:00 PM - 4:56 PM EDT
webcast

Vendor Platform

1 CPE Credits in AA
1.2 CPE Credits in MT

OVERVIEW

"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs, and Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial and strategic management, offering a blend of theoretical insights and practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis, and more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making, and foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.

DESIGNED FOR

CPAs, Controllers, CFOs

BENEFITS

  • Recognize the potential impact of ChatGPT for Strategic and Financial Management
  • Identify accounting functions that can benefit from ChatGPT with increased efficiency
  • Recognize how ChatGPT can revolutionize Risk Management for Strategic Planning purposes.
  • Identify new business models with ChatGPT and scripting
  • Identify related tools that leverage the power of ChatGPT in the accounting function

HIGHLIGHTS

  • Recognize the variety of ChatGPT uses in accounting.
  • Determine how to use ChatGPT.
  • Identify how ChatGPT improves customer, vendor, and industry research.
  • Recognize how ChatGPT aids in financial benchmarking.
  • Identify how ChatGPT can assist in financial analysis, budgeting and forecasting.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

James Lindell

James T. Lindell, CPA, M.B.A., CSP, CGMA

Thorsten Consulting Group, Inc.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.

PRICING

$79.00 - Member

$109.00 - Nonmember

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Note: Online pre-registration will close on August 15 at 2:30 PM.

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COURSE DEVELOPER

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