Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a concise overview of how Claude Cowork transforms artificial intelligence from a passive conversational tool into an active, execution-driven digital coworker for accountants. Participants will explore how AI agents can access files, plan multi-step workflows, and produce real outputs such as reports, spreadsheets, and dashboards. The course emphasizes a critical shift in the accounting profession - from manual production to intelligent direction - where practitioners design workflows, embed institutional knowledge, and oversee AI-generated outcomes. Through real-world use cases such as receipt processing, financial analysis, and recurring reporting, learners will gain practical insight into leveraging AI as infrastructure, not just intelligence.
Topics Covered:
- Claude vs ChatGPT: Professional vs Generalist AI
- Claude Cowork Architecture and Capabilities
- Folder-Based Workflows and AI Execution
- Skills and Instruction Files (Claude.md)
- Automating Recurring Accounting Processes
- Data Extraction and Report Generation
- Risk, Governance, and Safe AI Usage
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:
- Analyze differences between conversational AI and agentic AI.
- Evaluate Claude Cowork for accounting workflows.
- Design structured AI-driven task environments.
- Implement instruction-based automation systems.
- Synthesize data into professional outputs.
- Assess risks in AI-powered execution.
- Develop scalable AI workflows for firms.
Who Will Benefit
Accountants, CPAs, and finance professionals seeking to move from manual execution to AI-driven workflow design and strategic oversight.
Prerequisite(s)
- Basic familiarity with accounting workflows and general awareness of AI tools such as ChatGPT is recommended.
- Begin your Claude journey with the free version to follow core workflows (Claude Native Chat, Artifacts, Projects), foundational concepts, and real-world accounting applications. Claude Pro (optional) unlocks advanced features including Claude Cowork, Design and Opus Access that are showcased throughout the course for members interested in deeper exploration and advanced use cases.
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.