Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This newly developed course provides a concise overview of how generative AI tools such as ChatGPT and other large language models can transform traditional financial statement analysis into a dynamic, multi-dimensional decision intelligence system. Rather than focusing solely on ratios and historical metrics, participants learn how to apply AI-assisted analytical frameworks that evaluate earnings quality, liquidity resilience, capital efficiency, structural risk, and strategic optionality. The course introduces a five-lens analytical model designed to help accountants move beyond static reporting and toward strategic financial interpretation. Participants will explore how AI-driven prompts and structured analytical workflows can reveal hidden risks, validate management narratives, and support board-level insights. By combining financial expertise with AI-enabled pattern recognition, accountants will learn to uncover deeper signals within financial statements and communicate more powerful strategic insights to stakeholders.
Topics Covered:
- The AI-enabled financial intelligence framework for accountants.
- Earnings normalization and profit quality analysis.
- Revenue durability and margin sustainability diagnostics.
- Liquidity visibility, survival analysis, and debt stress testing.
- Working capital efficiency and cash conversion analysis.
- Capital efficiency, ROIC decomposition, and economic value creation.
- Structural fragility detection and strategic optionality analysis.
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Key Takeaways
Upon completion of this course, learners will be able to:
- Analyze financial statements using AI-augmented analytical frameworks.
- Evaluate earnings quality and identify normalization adjustments.
- Assess revenue durability, margin sustainability, and growth drivers.
- Interpret liquidity strength and debt service resilience under stress scenarios.
- Examine capital allocation decisions and their impact on value creation.
- Detect structural fragility, concentration risk, and forecasting bias.
- Synthesize financial insights into board-level strategic recommendations.
Who Will Benefit
This course will benefit accountants, financial analysts, CFOs, and advisory professionals who want to leverage AI tools to elevate financial analysis from compliance reporting to strategic business intelligence.
Prerequisite(s)
- Participants should have a foundational understanding of financial statements, accounting principles, and basic financial ratio analysis.
- 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.
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.