Live Webinar

90-minute live streaming program
  • March 28
  • 1:00 - 2:30 pm EST

Tax Function: Artificial Intelligence

March 28

Gain a better understanding of the advantages and disadvantages of AI, and which AI tools could readily be implement in the workplace.

The implementation of generative AI has been transforming our workplace. When used correctly, AI automates routine tasks, streamlines analyzing data-heavy work, and importantly, improves employee experience and performance. According to a CNBC survey, 72% of workers who have used AI at work say it has made them more productive, compared with 28% of counterparts who cited a negative impact. There are many ways AI could be leveraged to experience its positive and purposeful attributes in our daily work. This presentation will first define what AI is and identify some of the useful AI services. Then, the presentation explains some of the workflows that could benefit from implementing AI and provides use cases. Presenters will emphasize the importance of data security concerns and ethical considerations when balancing efficiency and data confidentiality. Lastly, the workshop will end with determining ways in which tax professionals and employees could start leveraging generative AI in their daily work. Attendees will take away from the webinar with a clear understanding of AI, both its advantages and disadvantages, and a determination of which AI tools they could readily implement in their workplace.

Learning Objectives

  • You will be able to explain what AI is and how tax departments can harness its potential.
  • You will be able to identify workflows that could benefit from using AI, driving efficiencies within your organization.
  • You will be able to discuss some of the data security concerns and ethical considerations related to AI.
  • You will be able to recognize how one can start leveraging AI in their daily work.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction
  • What Is This AI Thing? What Is Currently Available?
Taxes & AI
  • Content Generation and Communication
  • Research
  • How AI Enabled Tax Professionals Could Write Macros/Vbas to Automate Their Tax Work/Task
  • Predictive Analytics and Machine Learning
  • Data Security and Ethical Considerations
Closing
  • How Can I Start? (Next Steps for the Audience – Tax Professionals, Everyday Users)
  • Q and A
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CPE 1.8 including Taxes 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor 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 submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 1.8 hours. Prerequisite: basic knowledge of taxation. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for accountants, CPAs, tax managers, CFOs, controllers, business managers and owners, presidents, vice presidents, CEOs, payroll and benefits managers, auditors and consultants.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

David Chavez

David Chavez

Crowe LLP

  • Tax Associate at Crowe LLP
  • U.S. International Tax Specialist
  • Proficient in using AI applications to enhance daily operational efficiency
  • Graduate, Cal State Long Beach
  • Can be contacted at [email protected] or (657) 261-2483
Sarah Cummings

Sarah Cummings

Crowe LLP

  • Machine Learning Engineer (Tech Lead 2) at Crowe LLP
  • Experience working on AI projects for various industries and services
  • Experience building client-facing applications to identify and extract data, using computer vision and natural language processing approaches
  • Can be contacted at [email protected] or (312) 606-7126
Aaron Foster, CPA

Aaron Foster, CPA

Crowe LLP

  • Managing Director at Crowe LLP
  • Tax Transformation specialist
  • Speaker at the Indiana Business Conference on “Leveraging the Power of Data in your Tax Practice”
  • Professional Scrum Product Owner and Professional Scrum Master
  • Can be contacted at [email protected] or (574) 236-7673
Daniel Yang

Daniel Yang

Crowe LLP

  • Tax Associate at Crowe LLP
  • U.S. International tax specialist
  • Experience in using AI enabled tax practice tools for tax planning and compliance
  • Experience working with clients of various sizes and industries
  • Graduate, Rutgers Law School
  • Can be contacted at [email protected] or (646) 768-4196
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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Product ID: 411157
Published 2024
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