Course Detail(DGT084 : Practical Application of RPA and ChatGPT for Accounting and Finance Professionals (Classroom))

UTAP Funding

DGT084 : Practical Application of RPA and ChatGPT for Accounting and Finance Professionals (Classroom)

7.00 CPE Hours (Category 5)
Classroom

As this class places strong emphasis on the hands-on experience, you will be working with data for the majority of the time in the class. To optimize the learning experience, it is mandatory for all participants to be equipped with a laptop (Microsoft OS, Windows 10, 4 gig ram, i5 core), pre-installed with either Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version. If you have a Microsoft Office 365 subscription, you will need to have a locally installed Excel 365 application in your PC or laptop. Macros cannot be executed when the workbook containing them is opened in Excel online. Also, kindly note that Mac Excel version has limited Excel functionality.

Programme Objective

By the end of the course "Practical Application of RPA and ChatGPT for Accounting and Finance Professionals," participants will:


1. Understand the potential of RPA and ChatGPT in accounting and finance.
2. Identify practical use cases for RPA and ChatGPT in their specific job roles.
3. Gain hands-on experience using ChatGPT and integrating it into Google Sheets.
4. Build basic RPA robots for accounting processes.
5. Develop a digital transformation plan for their company, considering implementation steps and change management.
 

Programme Outline

1.    Introduction to RPA and ChatGPT 
•    Overview of Robotic Process Automation (RPA) and ChatGPT
•    Understanding the benefits and potential of RPA and ChatGPT in the accounting and finance domain
•    Discuss how RPA and ChatGPT can enhance and changing existing job roles 

2.    Show practical use cases for ChatGPT and RPA for these different job roles 
•    Accountants 
•    Auditors 
•    Tax Professionals 
•    Corporate Secretarial Professionals 
•    Administrative Staff 
•    Sustainability reporting specialists

3.    Hands-on Session: Using ChatGPT and integrating into GoogleSheets 
•    Set up of Chat GPT account
•    Step-by-step guidance on interacting with ChatGPT
•    Set up to keep information confidential for PDPA purposes 
•    Providing pre-built prompts for different use cases to initiate conversations with ChatGPT
•    Exploring how to structure queries to maximize the effectiveness of ChatGPT in generating accurate responses
•    Learn how to integrate ChatGPT into Google Sheets
•    Clinic session to build customised GoogleSheet templates integrated with ChatGPT for your own processes. 

4.    Hands-on Session: Building a RPA robots 
•    Learn the basics of RPA 
•    Build 1-2 RPA robots for accounting processes. 

5.    Developing a Digital Transformation Plan for your company 
•    Identify potential use cases and create a roadmap for digital transformation 
•    Exploring the steps and considerations for implementing digital solutions within an organization
•    Understanding the importance of change management in implementing digital transformation
•    Discussing strategies to address challenges, overcome resistance, and ensure successful adoption of such technology


Learning Outcome
The course aims to provide practical knowledge and hands-on experience to enable accounting and finance professionals to leverage RPA and ChatGPT effectively in their roles and contribute to digital transformation within their organizations.

Training Methodology

Facilitated learning which includes classroom or practical sessions in a workshop. 


Closing Date for Registration 

1 Week before Programme or Until Full Enrolment.  

Intended For

Accountants, auditors, tax professionals, finance professionals, corporate secretarial professionals and admin staff from different staff levels, including accounts executives, accountants, managers and directors.

Competency Mapping

Category 5 = 7.00 Hours

Schedule & Fees

Date & Time

27 May 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 394.58
For Non-Members: $ 470.88

Programme Facilitator(s)

Daryl Aw

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

05 Aug 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 394.58
For Non-Members: $ 470.88

Programme Facilitator(s)

Daryl Aw

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

05 Dec 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 473.06
For Non-Members: $ 564.62

Programme Facilitator(s)

Daryl Aw

Venue

60 Cecil Street
ISCA House
Singapore 049709

Testimonial


very useful and practical course.

Past Participant


Great trainer! very informative

Past Participant

Funding

1] NTUC Union Training Assistance Programme (UTAP)

NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 1 July 2020 to 31 December 2025.

*Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This excludes material fees, registration fees, misc. fees etc.

This course is approved for UTAP support for intakes conducted between 08 February 2024 – 31 March 2025.

As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.

  • Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
  • Course by training provider must be supported under UTAP and training must commence within the supported period and;
  • Unfunded course fee must not be fully sponsored by company or other types of funding
  • Unfunded course fee must be S$20.00 and above, and;
  • Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
  • UTAP application must be made within 6 months after course ends.

For more information on UTAP Funding and to submit for UTAP claims, please visit https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme. Terms and conditions apply.

Programme Facilitator(s)


Daryl Aw
 

Daryl is the founder and Managing Director of Skybots Pte Ltd. Skybots provides automation solutions for accounting, audit, tax, corporate secretarial and finance processes, helping companies in their digital transformation journey. These solutions involve using ChatGPT, Analytics and Robotic Process Automation (RPA) to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. 

He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. In his previous role as the lead in Strategic Partnerships in Singapore Polytechnic Business Innovation Centre, he led collaborations with different organisations such as the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants (ISCA) and the National Council of Social Services (NCSS) to drive digital transformation in the different sectors. With 9 years of teaching experience, he has trained many students to implement RPA robots for industry partners, leading the collaboration between SP and ISCA to help SMPs adopt digital solutions in 2019 as part of IMDA’s Accountancy Industry Digital Plan. In 2022, he was nominated for The President’s Awards for Teachers.

In 2021, he emerged as the champion at the ISCA RPA Hackathon. 

Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. 

He is a Chartered Accountant with ISCA.

 

As this class places strong emphasis on the hands-on experience, you will be working with data for the majority of the time in the class. To optimize the learning experience, it is mandatory for all participants to be equipped with a laptop (Microsoft OS, Windows 10, 4 gig ram, i5 core), pre-installed with either Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version. If you have a Microsoft Office 365 subscription, you will need to have a locally installed Excel 365 application in your PC or laptop. Macros cannot be executed when the workbook containing them is opened in Excel online. Also, kindly note that Mac Excel version has limited Excel functionality.

Programme Objective

By the end of the course "Practical Application of RPA and ChatGPT for Accounting and Finance Professionals," participants will:


1. Understand the potential of RPA and ChatGPT in accounting and finance.
2. Identify practical use cases for RPA and ChatGPT in their specific job roles.
3. Gain hands-on experience using ChatGPT and integrating it into Google Sheets.
4. Build basic RPA robots for accounting processes.
5. Develop a digital transformation plan for their company, considering implementation steps and change management.
 

Programme Outline

1.    Introduction to RPA and ChatGPT 
•    Overview of Robotic Process Automation (RPA) and ChatGPT
•    Understanding the benefits and potential of RPA and ChatGPT in the accounting and finance domain
•    Discuss how RPA and ChatGPT can enhance and changing existing job roles 

2.    Show practical use cases for ChatGPT and RPA for these different job roles 
•    Accountants 
•    Auditors 
•    Tax Professionals 
•    Corporate Secretarial Professionals 
•    Administrative Staff 
•    Sustainability reporting specialists

3.    Hands-on Session: Using ChatGPT and integrating into GoogleSheets 
•    Set up of Chat GPT account
•    Step-by-step guidance on interacting with ChatGPT
•    Set up to keep information confidential for PDPA purposes 
•    Providing pre-built prompts for different use cases to initiate conversations with ChatGPT
•    Exploring how to structure queries to maximize the effectiveness of ChatGPT in generating accurate responses
•    Learn how to integrate ChatGPT into Google Sheets
•    Clinic session to build customised GoogleSheet templates integrated with ChatGPT for your own processes. 

4.    Hands-on Session: Building a RPA robots 
•    Learn the basics of RPA 
•    Build 1-2 RPA robots for accounting processes. 

5.    Developing a Digital Transformation Plan for your company 
•    Identify potential use cases and create a roadmap for digital transformation 
•    Exploring the steps and considerations for implementing digital solutions within an organization
•    Understanding the importance of change management in implementing digital transformation
•    Discussing strategies to address challenges, overcome resistance, and ensure successful adoption of such technology


Learning Outcome
The course aims to provide practical knowledge and hands-on experience to enable accounting and finance professionals to leverage RPA and ChatGPT effectively in their roles and contribute to digital transformation within their organizations.

Training Methodology

Facilitated learning which includes classroom or practical sessions in a workshop. 


Closing Date for Registration 

1 Week before Programme or Until Full Enrolment.  

Intended For

Accountants, auditors, tax professionals, finance professionals, corporate secretarial professionals and admin staff from different staff levels, including accounts executives, accountants, managers and directors.

Competency Mapping

Category 5 = 7.00 Hours

Programme Facilitator(s)

Daryl Aw
 

Daryl is the founder and Managing Director of Skybots Pte Ltd. Skybots provides automation solutions for accounting, audit, tax, corporate secretarial and finance processes, helping companies in their digital transformation journey. These solutions involve using ChatGPT, Analytics and Robotic Process Automation (RPA) to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. 

He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. In his previous role as the lead in Strategic Partnerships in Singapore Polytechnic Business Innovation Centre, he led collaborations with different organisations such as the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants (ISCA) and the National Council of Social Services (NCSS) to drive digital transformation in the different sectors. With 9 years of teaching experience, he has trained many students to implement RPA robots for industry partners, leading the collaboration between SP and ISCA to help SMPs adopt digital solutions in 2019 as part of IMDA’s Accountancy Industry Digital Plan. In 2022, he was nominated for The President’s Awards for Teachers.

In 2021, he emerged as the champion at the ISCA RPA Hackathon. 

Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. 

He is a Chartered Accountant with ISCA.

 


Upcoming Schedule

Date & Time

27 May 2024 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 394.58
For Non-Members: $ 470.88

Programme Facilitator(s)

Daryl Aw

Venue

60 Cecil Street
ISCA House
Singapore 049709