Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course delivers a streamlined introduction to the 2025 updates to ChatGPT, focusing on how the latest AI breakthroughs can be integrated into structured, revenue-generating workflows for audit, tax, and advisory professionals. Participants will explore the full technology stack from selecting the right licenses and crafting effective multimodal prompts to setting up collaborative workspaces, automating tasks, and ensuring enterprise-level compliance. By the end of the course, you’ll be equipped with the strategic insight needed to lead stakeholders through the evolving landscape of AI-driven transformation.
Topics Covered:
- Access & Signup Tiers
- Message Composer Mastery
- Sidebar Workspace & Projects
- Settings Dashboard & Automation
- Security & Compliance Frameworks
- Scheduled Tasks & Custom GPTs
- Executive Takeaways & Adoption Roadmap
Note: This course was developed in June 2025.
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Key Takeaways
Upon completion of this course, you will be able to:
- Differentiate free, Plus, Pro, Team, and Enterprise tiers.
- Design effective multimodal prompts that minimize hallucinations.
- Organize knowledge using projects, libraries, and custom GPTs.
- Configure memory, scheduled tasks, and MFA (multi-factor authentication).
- Integrate AI outputs into audit, tax, and advisory deliverables with traceability.
- Formulate a phased adoption plan that balances innovation and risk.
Who Will Benefit
- Audit, Tax, and Advisory Professionals: Involved in process optimization, client service innovation, or digital transformation.
- Team Leads and Managers: Who are responsible for integrating new technologies into departmental operations.
- Partners and Directors: Looking to gain strategic insight into AI-driven transformation and lead firm-wide initiatives.
Prerequisite(s)
Working knowledge of core accounting processes and spreadsheet tools is advisable.
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
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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.