2023/ Emerge - Workshop: Getting Started with AI for Accounting Marketing
This hands-on workshop delves into the possibilities presented by ChatGPT and other AI tools for accounting marketing and growth professionals. You'll gain a solid foundation in understanding AI's capabilities, how they work, and how they can be leveraged within your firm. This workshop includes guided, practical exercises, empowering you to build your own personal learning plan and continue your AI journey, positioning you as a champion of AI within your firm.
Course Outline
Part 1: Understanding ChatGPT
- What is ChatGPT?
- Setting up an account, settings, GPT4, plugins, Code Interpreter
- Ethical considerations
- Privacy and security
Part 2: Prompt Engineering
- Why proper prompts are important
- Prompt types, writing your own prompts, and chaining prompts
- Step-by-step guide
Part 3: Hands-On Development of a Content Plan
- Develop a target persona
- Topic research
- Build a content plan using Google’s Hero-Hub-Hygiene model
- Build a customer journey map
- Outline a website hub page
- Draft articles and blogs
- Develop social media and Google Business Profile posts
Part 4: What’s Next?
- Other ChatGPT uses including spreadsheets
- Explore additional AI tools: writing, editing, video content creation, other AI marketing applications
- Future trends
- Open Discussion and Wrap-up
Course Details
For Distributors
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $0.00 |
Instructors
Apoorv Dwivedi
CAREER JOURNEY
With over 25 years of marketing leadership experience, Apoorv has been helping leading accounting & consulting firms and financial institutions transform their marketing. After employing many agencies and consultants, he founded Fixyr from the need to provide honest marketing advice. He's seen accounting firms of all sizes struggle with planning and implementing marketing and needing to know what to do or whom to believe. He now works with independent and mid-size accounting firms across the USA and Canada to help them "fix their marketing."
WHY THEY'RE SHARING THEIR EXPERTISE AT SUMMIT
Apoorv has been working with AI-powered technologies in marketing for the past several years, developing several products, and assisting startups. He believes that AI has now reached a tipping point, and as a result, the pace of change is rapidly accelerating. As a member of several AAM committees, Apoorv loves to share and collaborate with other marketers in the industry and would love to chat with you more.
WHEN THEY'RE NOT WORKING YOU CAN FIND THEM...
...Enjoying a bottle of Canadian wine (yes it's a thing!) with his wife and being outdoors with his Instagram-famous dog.
Becky Livingston
President and CEO | Penheel
For over twenty years, Becky has been tackling technology and marketing challenges for accounting firms across the country. Starting her accounting-related journey at KPMG in 2001, she is ending it with her own marketing firm. That firm, Penheel Marketing, specializes in accounting marketing for smaller firms. She has explored accounting caves, mountaintops, and everything in between with topics like SEO, Google Analytics and Adwords, Social Media Marketing and Strategy, and Website and Content Development.
In addition to being a practitioner, Becky is also an adjunct professor at three community colleges in New York and New Jersey, where she teaches social media certificate programs, Google Workspace workshops, branding courses, and content development with AI tools programs.