Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This two-part course bundle showcases how to transform AI from a conversational tool into an execution-driven digital coworker using Claude Cowork. Participants will learn to design and automate structured workflows that generate real outputs such as reports, spreadsheets, and analysis.
Building from foundational concepts to advanced applications, this bundle covers workflow design, data integration, and high-impact use cases like variance analysis, invoice automation, and reporting. It emphasizes the shift from manual work to intelligent oversight, where learners can direct, validate, and enhance AI-generated results using frameworks like the Sparring Partner Protocol.
By the end, participants will be able to design scalable AI-powered accounting systems and confidently use Claude Cowork as a true workflow execution partner.
Claude Cowork for Accountants:
- 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
Claude Cowork in Practice:
- 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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Who Will Benefit
Accountants, CPAs, and finance professionals seeking to move beyond manual execution and basic AI usage to design, implement, and scale AI-driven workflows, enabling greater strategic oversight and advanced decision-making.
Technical Requirement(s)
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 Bundle
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.