Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a concise overview of how accountants can use ChatGPT and modern generative AI tools to dramatically improve productivity, research, communication, and advisory services across the accounting profession. Participants will explore more than 50 practical use cases demonstrating how AI can assist with drafting emails, summarizing complex regulations, analyzing spreadsheets, preparing presentations, conducting research, and supporting strategic decision-making. The course also examines the professional mindset required to successfully collaborate with AI, including the concept of AI as a “synthetic teammate,” the importance of human oversight, and the principle that AI should serve as a powerful first draft rather than a final answer. In addition, the session covers essential security considerations for accounting firms, including enterprise-grade AI tools and client consent. By combining real-world workflows with practical demonstrations, this course helps accountants understand how AI can accelerate routine work, enhance advisory capabilities, and position financial professionals as trusted strategic advisors in an AI-driven economy.
Topics Covered:
- Understanding ChatGPT and generative AI capabilities.
- Security and governance considerations for accounting firms.
- The four pillars of AI data security for CPAs.
- The “AI as a synthetic teammate” mindset.
- Core productivity use cases for accountants.
- Research, summarization, and decision-support workflows.
- Advanced features including deep research and scheduled tasks.
Note: This course was developed in 2026.
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Key Takeaways
Upon completion of this course, learners will be able to:
- Identify key capabilities of ChatGPT relevant to accounting workflows.
- Explain the major security and governance principles for AI use in accounting firms.
- Analyze practical AI use cases that improve productivity and advisory services.
- Evaluate when AI-generated outputs require verification and human oversight.
- Apply prompting techniques to generate professional communications and analyses.
- Assess opportunities to integrate AI into accounting workflows and research tasks.
- Design practical strategies for incorporating AI into daily accounting operations.
Who Will Benefit
This course is designed for CPAs, accountants, auditors, and finance professionals who want to understand how generative AI tools like ChatGPT can enhance productivity, research, and advisory services in modern accounting practices.
Prerequisite(s)
- No prior experience with ChatGPT or artificial intelligence is required, although basic familiarity with accounting workflows and professional services environments will be helpful.
- 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
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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.