7.00 CPE Hours (Category 5)
As this class places strong emphasis on the hands-on experience, you will be working with data for the majority of the time in the class. To optimize the learning experience, it is mandatory for all participants to be equipped with a laptop (Microsoft OS, Windows 10, 4 gig ram, i5 core), pre-installed with either Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version. If you have a Microsoft Office 365 subscription, you will need to have a locally installed Excel 365 application in your PC or laptop. Macros cannot be executed when the workbook containing them is opened in Excel online. Also, kindly note that Mac Excel version has limited Excel functionality.
Programme Objective
By the end of the course “Practical Application of RPA and ChatGPT for Accounting and Finance Professionals,” participants will:
- Understand the potential of RPA and ChatGPT in accounting and finance.
- Identify practical use cases for RPA and ChatGPT in their specific job roles.
- Gain hands-on experience using ChatGPT and integrating it into Google Sheets.
- Build basic RPA robots for accounting processes.
- Develop a digital transformation plan for their company, considering implementation steps and change management.
Programme Outline
Introduction to RPA and ChatGPT
- Overview of Robotic Process Automation (RPA) and ChatGPT
- Understanding the benefits and potential of RPA and ChatGPT in the accounting and finance domain
- Discuss how RPA and ChatGPT can enhance and changing existing job roles
Show practical use cases for ChatGPT and RPA for these different job roles
- Accountants
- Auditors
- Tax Professionals
- Corporate Secretarial Professionals
- Administrative Staff
- Sustainability reporting specialists
Hands-on Session: Using ChatGPT and integrating into GoogleSheets
- Set up of Chat GPT account
- Step-by-step guidance on interacting with ChatGPT
- Set up to keep information confidential for PDPA purposes
- Providing pre-built prompts for different use cases to initiate conversations with ChatGPT
- Exploring how to structure queries to maximize the effectiveness of ChatGPT in generating accurate responses
- Learn how to integrate ChatGPT into Google Sheets
- Clinic session to build customised GoogleSheet templates integrated with ChatGPT for your own processes.
Hands-on Session: Building a RPA robots
- Learn the basics of RPA
- Build 1-2 RPA robots for accounting processes.
Developing a Digital Transformation Plan for your company
- Identify potential use cases and create a roadmap for digital transformation
- Exploring the steps and considerations for implementing digital solutions within an organization
- Understanding the importance of change management in implementing digital transformation
- Discussing strategies to address challenges, overcome resistance, and ensure successful adoption of such technology
Learning Outcome
The course aims to provide practical knowledge and hands-on experience to enable accounting and finance professionals to leverage RPA and ChatGPT effectively in their roles and contribute to digital transformation within their organizations.
Training Methodology
Facilitated learning which includes classroom or practical sessions in a workshop.
Closing Date for Registration
1 Week before Programme or Until Full Enrolment.
Intended For
Accountants, auditors, tax professionals, finance professionals, corporate secretarial professionals and admin staff from different staff levels, including accounts executives, accountants, managers and directors.