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CPA - medium firm
CPA - large firm
AI is here to stay, but using it effectively can still be a challenge. By leveraging Accordance, this webinar will explore the core principles of prompt engineering to refine tax research, amplify financial analysis, and polish professional correspondence. Nate Wadlinger, Director of Tax & Accounting Innovation at Accordance, will present the distinct advantages of Accordance and generative AI, aiming to significantly elevate your practice's efficiency and output.
Learning Objectives:
- Define the fundamental principles governing prompt engineering for generative AI
- Identify and implement effective prompt techniques
- Recognize the distinguishing features of Accordance compared to other AI solutions
- Outline strategies for optimizing accuracy and productivity when utilizing AI prompts
Nate Wadlinger, JD, CPA, EA
Accordance AI
Director of Accounting and Tax Innovation
[email protected]
Nate Wadlinger is a Lecturer at the University of Central Florida where he teaches accounting and tax courses in the Bachelors and Masters of Accountancy programs. He also teaches at various law schools and accounting programs, including the University of San Francisco and Boston University. He is the Lead Instructor for the EA Exam at Gleim Exam Prep and is Director of Accounting and Tax Innovation at Accordance AI.
He received his Bachelors of Science in Accounting, Masters of Accounting, and Juris Doctor from the University of Florida. He also received his LL.M. in Taxation from Boston University. In addition, he has an Enrolled Agent certification, a Certified Public Accountant license issued by the State of Florida, and is a member of the Florida Bar. Prior to joining to UCF he worked at Ernst and Young LLP, smaller CPA and law practices, and taught at other institutions.
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About Our Presenter
The technology was developed by former researchers from the Stanford Artificial Intelligence Laboratory in collaboration with industry experts, professors, and publishers. Founded in 2023 the company was incubated in a private equity fund, with investment from Sequoia Capital, Khosla Ventures, General Catalyst, and Bain Capital Ventures.
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