Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This updated course provides a concise overview of advanced capabilities of ChatGPT and how accountants can leverage artificial intelligence to enhance productivity, advisory services, research, and decision-making. Participants will explore how ChatGPT functions as a professional reasoning engine capable of analyzing documents, generating insights, automating workflows, and supporting complex research tasks. The course demonstrates practical applications across accounting workflows, including data analysis, financial reporting, compliance research, and client advisory. It also addresses the evolving role of accountants in an AI-driven environment, emphasizing professional judgment, governance, and responsible AI use.
Through real-world examples and demonstrations, participants will learn how to integrate ChatGPT with tools such as Excel, automate research and reporting, and develop custom AI assistants tailored to accounting tasks. By the end of the session, accountants will gain the confidence and strategic mindset needed to collaborate effectively with AI and deliver higher-value services to clients and organizations.
Topics Covered:
- Understanding ChatGPT and generative AI capabilities.
- AI mindset and the evolving competency standard for accountants.
- Security considerations and responsible AI usage in accounting firms.
- Using ChatGPT with Excel for data analysis and financial insights.
- Deep research and automated reporting workflows.
- Building custom GPT assistants for accounting tasks.
- Emerging AI tools such as voice, vision, and agent capabilities.
Unlock learning anytime, anywhere with the Blackboard Learn app
Seamlessly access your on demand courses, assignments, and get PD hours on the go. Learn how to download now and elevate your education experience with the convenience of mobile learning.
Key Takeaways
Upon completion of this course, learners will be able to:
- Identify the core capabilities of ChatGPT and generative AI tools.
- Explain how AI is transforming accounting workflows and advisory services.
- Evaluate AI security, governance, and risk considerations in professional environments.
- Apply ChatGPT to analyze financial data and support Excel workflows.
- Demonstrate how AI can assist with research, reporting, and documentation tasks.
- Design customized AI assistants to support accounting processes.
- Assess the opportunities and limitations of AI in professional decision-making.
Who Will Benefit
This course is designed for accountants, CPAs, finance professionals, and advisors seeking to develop advanced AI skills to improve productivity, research, and client advisory services.
Prerequisite(s)
- Participants should have a basic familiarity with ChatGPT or other generative AI tools and a general understanding of accounting workflows.
- Free tier access is sufficient to complete this course. Paid tier access is optional but recommended for learners who want hands-on access to the enterprise and advanced features demonstrated in the course.
Disclaimer
The views expressed in the course are non-authoritative and have not been formally endorsed by CPA Ontario and do not reflect the views of CPA Ontario. The information included in the course if for general information purposes only.
CPA Ontario, the presenters and the authors do not accept any responsibility or liability that might occur directly or indirectly as a consequence of the use or application of or reliance on this material.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Garrett Wasny, MA, CMC, CITP/FITP, is an award-winning Internet analyst, professional development technologist and former Price Waterhouse management consultant. He's authored three books, published 100+ articles and delivered more than 1,000 seminars and webinars on Internet search to accounting organizations worldwide. Full disclosure: Garrett is an independent practitioner who provides objective information and is not affiliated with any vendor.