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I sat in on an AI training session at KPMG. It was almost like being back at journalism school.
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KPMG在其佛罗里达Lakehouse培训中心为税务实习生举办了AI培训。培训强调,掌握AI的关键在于良好的语言运用而非高深的技术。学员学习了五种提升AI输出质量的提示技巧:分块处理、少样本提示、迭代式问题优化、思维链提示以及翻转交互提示。这些技巧旨在帮助用户获得更准确、更相关的AI响应。培训还涵盖了AI工具的基础知识、AI人格设定、减少AI“幻觉”的方法以及KPMG的AI使用道德原则。文章作者将这些培训内容与新闻采访技巧进行了类比,指出清晰有效的沟通是获取AI有价值输出的关键。

💡 **AI学习核心在于语言运用**:KPMG的AI培训强调,学习如何使用AI并非需要高超的技术技能,而是掌握如何通过语言与AI进行有效沟通。就像记者需要通过提问获取信息一样,用户需要清晰、准确地向AI表达需求,才能获得最佳结果。

🔑 **五种核心AI提示技巧**:培训介绍了五种提升AI输出质量的有效方法:1. **分块处理**(Chunking),将复杂请求分解为小部分;2. **少样本提示**(Few-shot prompting),提供范例引导AI;3. **迭代式问题优化**(Iterative question refinement),逐步调整问题以获得更精确答案;4. **思维链提示**(Chain of thought prompting),要求AI展示其思考过程;5. **翻转交互提示**(Flipped interaction prompting),让AI反问以激发新想法。这些技巧适用于不同场景,例如“思维链”有助于税务专业人员核查AI结果的准确性。

🏢 **KPMG的AI应用与培训理念**:KPMG在其Lakehouse培训中心为员工提供AI培训,旨在帮助他们更好地利用AI处理工作。培训内容不仅限于基础操作,还包括AI工具的道德原则和减少AI“幻觉”的策略。公司高层也在探索更高级的AI应用,如利用AI进行行业研究和起草审计备忘录,并将AI视为提升工作效率和生产力的重要工具。

🌱 **类比新闻采访,强调沟通重要性**:作者将KPMG的AI培训与新闻学中的采访技巧进行类比,指出两者都高度依赖于提问的质量和信息的清晰传达。如同采访需要精心设计问题以获得深入信息,与AI互动也需要提供详尽的细节和明确的指令,才能引导AI产生更准确、更有价值的输出。

🧘 **关注员工福祉,平衡技术与身心**:培训中穿插的“健康休息”环节,包括伸展运动和呼吸练习,体现了KPMG在推广AI技术的同时,也关注员工的身心健康。这种做法旨在帮助员工在面对复杂技术时保持专注和活力,从而更有效地学习和工作。

Interns at KPMG's Lakehouse training facility in Florida study different techniques for using AI.

On a sweaty Monday morning in June, I joined 90 KPMG tax interns in an air-conditioned classroom in Florida.

We were there for one reason: to learn how to use AI.

We gathered at Lakehouse, KPMG's gleaming training facility in Lake Nona, Florida. I had been invited to spend two days at the facility as part of my ongoing reporting about AI and the consulting industry, and as the class had already started, I slipped in quietly and took a seat.

Given that KPMG helps some of the world's biggest companies figure out how to use AI, I was curious to see how the consulting giant was teaching its own employees to use the technology.

My biggest takeaway? Upskilling for the AI era can be surprisingly basic.

The five ways of asking AI a question

Four large screens — two on each wall— hung down from the ceiling in the classroom, and the 90 interns sat around circular tables in groups of six.

Sherry Magee, a senior director at KPMG, told me during a tour of the property that the space was designed so there was no "front row of the classroom," which she said encourages participation.

The training session was run by two KPMG employees. They opened with a question about the interns' use of AI: "Who just generally goes straight to it and just starts typing?"

Pretty much everyone in the room raised a hand.

One of the instructors explained that instead of chatting with AI, there were five prompting techniques they could use to adjust the model's response to get the "best, most relevant, and accurate output."

The techniques are:

    Chunking: dividing a large prompt into smaller, more manageable requestsFew-shot prompting: giving the AI a few examples to guide its responseIterative question refinement: repeatedly rephrasing or refining your questions to lead the AI to a more precise responseChain of thought prompting: asking AI to include a breakdown of how it has reached an answerFlipped interaction prompting: requesting that the AI ask you questions to prompt new thoughts

They work best for different tasks, the instructors explained. For example, a "chain of thought" prompt can be useful to get AI to show its work. This "thinking aloud" approach is more transparent and can be useful for tax professionals who need to check the results for inaccuracies.

"Flipped interaction" prompts could be used in a tax setting to prepare a client profile or to tailor advice.

The instructor told the interns that asking AI to prompt them with questions can be helpful for "making you think of things you don't often think of yourself."

KPMG runs most of its core employee training at its Lakehouse property in Florida.

Echoes from my journalism degree

The two-hour training session covered the foundations of KPMG's AI tool for tax, the Digital Gateway. It also explained the concept of AI personas, introduced techniques to reduce hallucinations, and taught the interns KPMG's key ethical principles to apply when using AI.

The interns were also taught how to provide AI tools with the right detail and tone for their target audience.

I'm no tax expert, but I am a journalist — and what struck me during the session is how much these teachings echoed the ones I was taught in journalism school. The success of an interview hinges on the quality of the questions I ask the other person. As KPMG stressed in its training sessions, by thinking about how you communicate information to an AI, you can also get the most helpful outcome from said AI.

"The more detail you give it, the more likely it is to predict the next thing correctly," explained the instructor.

The intern training focused on admin-related examples of using AI, like drafting emails or creating slide decks. It wasn't the most complicated or advanced stuff, but the session I attended was for summer interns in the tax division, so I wasn't seeing how the firm's leading technicians tackle AI.

More senior employees are using AI for industry research and preliminary audit memos, Becky Sproul, a KPMG audit partner, told me during an interview later that day.

They're presenting AI with client documentation, auditing, and accounting standards, and asking it to write "a memo going through all the various attributes of the accounting standard," she said.

That preliminary work can help get tax professionals "80% of the way there," Sproul said.

The firm is also building AI agents where the "agent almost becomes like a team member," and is using engagement metrics to encourage employees to use AI, she said.

The other Big Four firms — Deloitte, EY, and PwC — have also deployed agentic AI platforms this year, which they all present as being transformative for the workforce and productivity.

Teaching methods

The simple teaching methods used in the session were another reminder that while AI is complicated, learning how to use it doesn't have to be.

The interns were learning about technology that is transforming workplaces, but they were still using large cardboard flipboards to share their ideas.

KPMG tax interns take a stretch break during an AI training session.

The session had one extra reminder for workers in the AI age: Take a break from your screen.

At one point, an employee from the Lakehouse's "stretch" team, its on-site gym, ran into the center of the room and announced he was there to lead them through a "wellness break," which entailed five minutes of stretching and breathwork accompanied by relaxing music.

The interns stood up with bemused expressions, but soon the whole class was loosening up, which the instructor told them would help them stay focused.

"This is what we signed up for, right?" I heard one intern joke as he lunged forward.

Choosing to prioritize my reporting over a relaxing stretch, I didn't join in.

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