Next Level Accountant

Ep 9. Sorry, Gen AI didn't Ace the CPA Exam

In this episode, Megan is skeptical about the hype around AI potentially passing the CPA exam. She discusses how generative AI models score high on practice test content but explains why this doesn't equate to passing the real thing. By examining the CPA scoring system and the intricacies involved, Megan highlights the enduring necessity of human expertise and personalized professional advice in accounting. Listen to understand the balance between leveraging AI tools and maintaining the irreplaceable value of human touch in the profession.

8. Gen AI Skills Everyone Should Be Mastering Right Now

In this episode, Megan breaks down the essential generative AI skills every accountant should master today, from understanding how it works to using voice tools for efficient brainstorming. She also explains how to analyze technical documents with AI and the importance of choosing a suitable model for your tasks. Tune in for a quick, actionable overview of the GenAI skills that will keep you ahead in the fast-evolving accounting and technology space. As discussed in the episode: Chatbot Arena is an open-source research project developed by LYSYS and University of California, Berkeley [https://www.linkedin.com/company/uc-berkeley/] SkyLab members 🔗 https://link.megan.cpa/chatbot-battle [https://link.megan.cpa/chatbot-battle]

7. Strategies for CPA & CMA Candidates to Restart Studying after a Break

In this episode, Megan delves into the challenges and strategies for CPA and CMA exam candidates resuming their studies after unexpected breaks. From personal experiences to practical tips, learn how to overcome setbacks and re-engage with your exam preparation effectively. Megan provides insights into adjusting study plans, leveraging new resources, and dealing with emotional hurdles, offering motivation and support to help you navigate this crucial phase of your professional journey.

6. Tech Update: Exploring No-Code Solutions and AI Developments

In this episode, join host Megan as she delves into the exciting world of no-code solutions and the latest developments in artificial intelligence (AI). Discover how no-code tools empower accountants to create and innovate without requiring extensive technical computer science skills, making efficiency more accessible than ever. From building sophisticated websites to creating unique logos with generative AI, this episode explores how these technologies are revolutionizing more than just the accounting industry. Resources mentioned in the episode: My friend and "no-code wizard" who I suggest you follow: https://www.linkedin.com/in/christian-peverelli/ If you're interested in the Deloitte event I discussed, be sure to follow Daniel for future events: https://www.linkedin.com/in/dshorstein/ Show notes: [0:00] Welcome to a new episode exploring today's topics on no-code solutions and AI developments. [1:10] Delving into the importance of no-code tools for accountants, their ease of use, and real-world applications. [3:45] A closer look at specific no-code platforms, including insights into Webflow and Zapier. [4:00] Megan shares her personal experiences in successfully using no-code tools for website design and automation. [8:00] Discussing the latest updates in generative AI and its applications in logo design. [9:35] Exploring the creative process in AI design, cost efficiency, and potential copyright issues. [13:45] Key takeaways from a recent Deloitte AI event highlighting the future of AI in data analysis and decision-making. [17:15] The transformative impact of AI and no-code tools in accounting, including personalized GPT models and AI's iterative learning. [20:00] Wrapping up with final thoughts on the potential of these technologies in the accounting sector.

5. Mastering the CPA Exam: Insights, Tips, and Navigating the 2024 Evolution

In this episode, Megan delves deep into the CPA Exam. She shares invaluable tips and strategies for candidates, from where to start if you're considering taking the CPA Exam to how to optimize your studying to maximize your exam score. Whether you're a first-time taker or retesting, this episode is a treasure trove of guidance. Dive in as Megan demystifies what's on the exam, offers study techniques, and provides much-needed motivation.