Dates and location
Hours
Dates and location
Hours
Description
AI is reshaping how finance professionals approach data analysis and forecasting. In this course, learners will examine how three leading tools, ChatGPT, Claude, and Gemini, tackle the same forecasting task using historical financial data, with guided reviews of each model’s outputs, strengths, limitations, and reasoning. Through a hands-on case study, learners will practice prompt writing, critically evaluate AI-generated forecasts, and compare predictions against real-world results to better understand the practical capabilities and appropriate use cases for each tool.
Key Takeaways
Upon completion of this course, learners will be able to:
- Identify the key steps in preparing financial data for use in generative AI tools.
- Apply generative AI models to forecast revenue and gross profit using historical data.
- Evaluate the strengths and limitations of ChatGPT, Claude, and Gemini in financial forecasting.
- Interpret AI-generated outputs and compare them to actual results to assess accuracy and effectiveness.
Who Will Benefit
This course is ideal for finance professionals who want to stay competitive by integrating generative AI into their financial workflows. It’s designed for those seeking to automate analysis and enhance decision-making with cutting-edge tools.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
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)
Glenn Hooper has more than 20 years of experience at the intersection of technology and corporate finance. His experience ranges from being a CFO in private equity-backed firms, finance automation, M&A, operational efficiency, driving innovation and modernization. Additionally, Glenn is an expert in using AI in financial technology implementation, fractional CFO services, and strategic advisory. Glenn is also the author of Deep Finance: Corporate Finance in the Information Age.