It’s time to check-in on the fast-moving world of artificial intelligence (AI) and learn how it’s impacting workplaces in 2024. Kayur Patel is a Chartered Accountant, and lecturer at the University of Auckland, who specialises in Generative AI. It’s his job to explain the state of play and to help educate accountants and their clients on how GenAI works, what it means for their businesses and why GenAI has a role in the future.

This discussion takes place over two episodes. Part 1 sets the scene while part 2 focuses on accounting-specific use cases for small and medium-sized practices.

Resources referred to in Part 1:
CA Library Artificial Intelligence general reading list

CA Library articles/resources involving AI and accountancy:

AI and the transformation of the CFO role (Isaac Heller, Strategic Finance, January 2024)
Generative AI in accounting applications (Kelly Richmond Pope et al, Strategic Finance, November 2023)
Writing advanced Excel macros with GPT-4 (Fidel Dhana, Journal of Accountancy, November 2023)
Six principles for the effective use of artificial intelligence large language models (Daniel Street et al, CPA Journal, Nov/Dec 2023)
Accounting in the age of generative AI (Tala Khalifeh, Strategic Finance, October 2023)
Innovative processes in finance and accounting (AI and automation) (Vineet Jain, Strategic Finance, October 2023)
Generative AI and risks to CPA firms (Sarah Beckett Ference, Journal of Accountancy, October 2023)
The future of accounting: how artificial intelligence is revolutionizing the field (ACCA & Learn Signal, 31 October 2023)
Ethical principles apply to AI (Accounting) (Daniel Butcher, Strategic Finance, August 2023)
Using ChatGPT with Excel (Kelly L. Williams, Journal of Accountancy, April 2023)
The future of finance with ChatGPT and Power BI: transform your trading, investing, and financial reporting with ChatGPT and Power BI (James Bryant & Aloke Mukherjee, Packt Publishing, 2023. eBook)
Small Firm, Big Impact episode from Season 3: Accounting and generative A.I.

It’s time to check-in on the fast-moving world of artificial intelligence (AI) and learn how it’s impacting workplaces in 2024. <a href="https://www.linkedin.com/in/kayur-patel-nz/">Kayur Patel</a> is a Chartered Accountant, and lecturer at the University of Auckland, who specialises in Generative AI. It’s his job to explain the state of play and to help educate accountants and their clients on how GenAI works, what it means for their businesses and why GenAI has a role in the future.
This discussion takes place over two episodes. Part 1 sets the scene while part 2 focuses on accounting-specific use cases for small and medium-sized practices.
Resources referred to in Part 1:
<ul>
<li>CA Library <a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-shelves.pl?op=view&amp;shelfnumber=3512">Artificial Intelligence</a> general reading list
<ul>
<li>CA Library articles/resources involving AI and accountancy:
<ul>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92724">AI and the transformation of the CFO role</a> (Isaac Heller, Strategic Finance, January 2024)</li>
<li><a href="https://search.ebscohost.com/login.aspx?direct=true&amp;db=plh&amp;AN=173791008&amp;site=ehost-live&amp;scope=site&amp;authtype=sso&amp;custid=s1240828">Generative AI in accounting applications</a> (Kelly Richmond Pope et al, Strategic Finance, November 2023)</li>
<li><a href="https://search.ebscohost.com/login.aspx?direct=true&amp;db=plh&amp;AN=173465108&amp;site=ehost-live&amp;scope=site&amp;authtype=sso&amp;custid=s1240828">Writing advanced Excel macros with GPT-4</a> (Fidel Dhana, Journal of Accountancy, November 2023)</li>
<li><a href="https://search.ebscohost.com/login.aspx?direct=true&amp;db=plh&amp;AN=174866421&amp;site=ehost-live&amp;scope=site&amp;authtype=sso&amp;custid=s1240828">Six principles for the effective use of artificial intelligence large language models</a> (Daniel Street et al, CPA Journal, Nov/Dec 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92492">Accounting in the age of generative AI</a> (Tala Khalifeh, Strategic Finance, October 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92493">Innovative processes in finance and accounting (AI and automation)</a> (Vineet Jain, Strategic Finance, October 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92473">Generative AI and risks to CPA firms</a> (Sarah Beckett Ference, Journal of Accountancy, October 2023)</li>
<li><a href="https://www.youtube.com/watch?v=Ns-XBWZUm1s">The future of accounting: how artificial intelligence is revolutionizing the field</a> (ACCA &amp; Learn Signal, 31 October 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92319&amp;query_desc=kw%2Cwrdl%3A%2092319">Ethical principles apply to AI (Accounting)</a> (Daniel Butcher, Strategic Finance, August 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=91895">Using ChatGPT with Excel</a> (Kelly L. Williams, Journal of Accountancy, April 2023)</li>
<li><a href="https://library.charteredaccountantsanz.com/cgi-bin/koha/opac-detail.pl?biblionumber=92651">The future of finance with ChatGPT and Power BI: transform your trading, investing, and financial reporting with ChatGPT and Power BI</a> (James Bryant &amp; Aloke Mukherjee, Packt Publishing, 2023. eBook)</li>
</ul>
</li>
</ul>
</li>
<li>Small Firm, Big Impact episode from Season 3: <a href="https://www.charteredaccountantsanz.com/news-and-analysis/news/podcasts/small-firm-big-impact/s3e11-accounting-and-generative-ai">Accounting and generative A.I.</a></li>
</ul>

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The latest series is full of factual and practical content from experts, giving chartered accountants, the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager Gillian Bowen will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice.

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The latest series is full of factual and practical content from experts, giving chartered accountants, the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/" aria-label="Link Gillian Bowen">Gillian Bowen</a> will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice.

Giving Chartered Accountants, the up-to-date information they need to do their jobs.

Small Firm, Big Impact

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The series is full of factual and practical content from experts, giving chartered accountants the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager Gillian Bowen will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice. Find out more about CA ANZ here. Disclaimer: The opinions and statements expressed in this podcast are provided for general information only are not intended to be legal, professional or financial advice, nor do they reflect the opinions of Chartered Accountants ANZ. To the fullest extent permitted by law, Chartered Accountants ANZ is not liable for any statement or opinion, or for any error or omission in this podcast, nor is it liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with this podcast or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

‘Small Firm, Big Impact’ is the podcast small and medium sized practices need right now. The series is full of factual and practical content from experts, giving chartered accountants the up-to-date information they need to do their jobs. Each episode Chartered Accountants ANZ Public Affairs Manager <a href="https://www.linkedin.com/in/gillian-bowen-7b310215b/">Gillian Bowen</a> will pick the brains of a range of people across the profession including CA ANZ experts as well as guests who know a thing or two about public practice. Find out more about CA ANZ <a href="https://www.charteredaccountantsanz.com/">here</a>. Disclaimer: The opinions and statements expressed in this podcast are provided for general information only are not intended to be legal, professional or financial advice, nor do they reflect the opinions of Chartered Accountants ANZ. To the fullest extent permitted by law, Chartered Accountants ANZ is not liable for any statement or opinion, or for any error or omission in this podcast, nor is it liable for any direct, indirect, special or consequential losses or damages of any kind, or loss of profit, loss or corruption of data, business interruption or indirect costs, arising out of or in connection with this podcast or the information contained in it, whether such loss or damage arises in contract, negligence, tort, under statute, or otherwise.

GenAI for SMPs (Part 1)

https://api.omny.fm/orgs/a34d9ae1-e217-41ad-8f3d-aae30005ee78/clips/b05dd2d7-338b-4125-b633-b1320032d62c/transcript

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