Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
ChatGPT Agent is more than just a chatbot, it’s an autonomous digital teammate that browses, codes, creates files, and executes multi-step tasks while remaining under human control. With built-in sandboxing, memory controls, and real-time scheduling, this technology reshapes what it means to “do” finance.
This course provides a concise overview of how CFOs and comptrollers can leverage ChatGPT Agent to revolutionize their financial leadership, automate critical workflows, and amplify strategic oversight. Through guided demonstrations and practical use cases including variance analysis, tax provision modeling, board-deck assembly, and SAM.gov contract searches, participants will learn how to deploy, supervise, and optimize ChatGPT Agent for high-value financial operations. By the end of this course, you will be equipped with the tools necessary to lead in an AI-powered world.
Topics Covered:
- What is ChatGPT Agent and Why it Matters for Finance
- Top 10 Emerging AI-Powered CFO Workflows
- AI Agent Best Practices and Compliance Safeguards
- Automation Use Cases: Tax, Audit, Treasury, and Reporting
- Strategic Synergy Audits and Internal Knowledge Analysis
- Scheduling Agents and Supervising Autonomous Workflows
- Managing AI Risk, Sandboxing, Memory, and Data Security
Note: You must have a paid version of ChatGPT to complete this course. This course was developed in July 2025.
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Key Takeaways
Upon completion of this course, you will be able to:
- Define ChatGPT Agent’s core functions and financial applications.
- Demonstrate how to launch and supervise ChatGPT Agent tasks.
- Evaluate risks, privacy, and compliance considerations in finance.
- Design prompts for variance analysis, tax planning, and board prep.
- Apply agent workflows to automate recurring finance functions.
- Integrate scheduling and replay features for strategic oversight.
- Assess the impact of AI agents on team structure and skill development.
Who Will Benefit
This course is ideal for CFOs, comptrollers, and finance leaders seeking to delegate routine tasks, amplify their strategic role, and responsibly integrate generative AI into their financial operations.
Prerequisite(s)
A working knowledge of financial statements, Excel workflows, and cloud file storage is recommended. Prior exposure to ChatGPT is required.
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.