Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a concise overview of advanced, real-world applications of Claude Cowork, focusing on how accountants can operationalize agentic AI within complex financial workflows. Moving beyond foundational concepts, this session explores how AI plugins, structured workflows, and integrated data environments elevate Cowork from a capable assistant into a specialized accounting partner. Participants will examine high-impact use cases such as variance analysis, invoice automation, and board-level reporting, while learning how to embed domain intelligence through the Finance Plugin and firm-specific customization. A central theme of the course is the application of the Sparring Partner Protocol, enabling accountants to rigorously validate, challenge, and enhance AI-generated outputs. The session emphasizes that while AI can execute 70–80% of the work, professional judgment, verification, and strategic interpretation remain essential.
Topics Covered:
- Claude Cowork Advanced Workflow Architecture
- Finance Plugin and Domain-Specific Intelligence
- Model Selection and Token Optimization Strategies
- Variance Analysis and Cross-File Reasoning
- Invoice Extraction and Automation Workflows
- The Sparring Partner Protocol (SPP)
- AI Governance, Risk, and Performance Measurement
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Key Takeaways
Upon completion of this course, learners will be able to:
- Analyze advanced agentic AI workflows in accounting.
- Evaluate the impact of domain-specific AI plugins.
- Design and implement complex AI-driven processes.
- Apply the Sparring Partner Protocol to validate outputs.
- Assess risks and governance considerations in AI use.
- Synthesize multi-source financial data into insights.
- Develop strategic advisory outputs from AI analysis.
Who Will Benefit
Experienced accountants, CPAs, and finance leaders seeking to move beyond basic AI usage into advanced, scalable, and strategically driven AI workflows.
Prerequisite(s)
- Participants should have foundational knowledge of AI tools (e.g., ChatGPT or Claude) and familiarity with basic Claude Cowork concepts or workflows.
- 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
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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.