Essential Python Skills for Accountants and Finance Professionals: Leveraging on ChatGPT for clarity and proficiency

Description

The following group discounts are available: 

• Promotional Code “ GP2-15 ” – 15% group discount for 2 registrations for any event
• Promotional Code “ GP3-20 ” – 20% group discount for 3+ registrations for any event
• Promotional Code “ GP5-30 ” – 30% group discount for 5+ registrations for any event

Sign up early and/or with your colleagues to enjoy these special rates!

This is a 2-day workshop to be conducted on 19th - 20th May 2025.

This 2-day practical and intensive workshop is designed to equip accounting and finance professionals with essential programming skills and AI tools to enhance their work efficiency and decision-making capabilities. As the finance industry increasingly embraces technology, understanding Python and leveraging AI tools like ChatGPT can significantly improve data analysis, reporting, and client interactions.

Programme Outline

Introduction to Python for Finance

• Overview of Python and its relevance in finance
• Basic syntax, data types, and control structures tailored for financial applications

Understanding ChatGPT

• Introduction to ChatGPT and its capabilities
• Use cases in finance: automating reports, data analysis, and client interactions

Concept of functions as building blocks for financial analysis tasks

• Introduction to functions tailored for finance

Using Built-in and Custom Module

• Importing and using standard and custom modules in financial script
• Utilizing the math module for financial computations

Automating Financial Reports

• Creating scripts to automate report generation
• Utilizing ChatGPT to enhance report narratives and insights

Conclusion and Future Learning

• Recap of key concepts
• Resources for continued learning in Python and AI in finance

This workshop qualifies for 7.0 CPE hours in Information Technology (Category 5).

What you will learn

• Fundamental Python Skills: Gain a solid foundation in Python programming tailored for financial applications
• AI Integration: Learn how to utilize ChatGPT for automating reports and enhancing client communication
• Data Analysis Proficiency: Develop skills in analyzing and visualizing financial data using Python libraries

Prerequisites

• Ability to work with data, use formulas, and create basic charts in Excel
• Experience with financial data analysis in spreadsheets, including familiarity with common functions (e.g., SUM, AVERAGE, IF)
• Familiarity with creating simple VBA scripts in Excel, such as macros for automating tasks, is beneficial.

Laptop Requirements

You will need to bring along your own laptop pre-installed with Python for the hands-on exercises. General instructions on installing Python will be sent to participants prior to the workshop.

Target Audience

• Accountants and Professionals seeking to automate routine tasks and improve reporting accuracy
• Finance Professionals looking to enhance their analytical skills and leverage AI for better decision-making
• Data Analysts interested in using Python for financial data analysis and visualization
• Anyone who wants to stay ahead in the rapidly evolving finance landscape by integrating technology into their skill set

Expert Speaker

Dr Lim Thou Tin

Dr. Lim is a business graduate from the NUS. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctorate of business administration from Southern Cross University with research interests in information systems and business modelling. He is also a certified business intelligence professional with specialisation in business analytics.

Dr Lim’s work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives / projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia and Thailand.

Dr Lim continues to be involved in senior management education at local tertiary institutions, teaching information and accounting topics at degree and postgraduate level with research and publishing interests in knowledge management and business intelligence.