Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This 2027 course provides accountants with a practical guide to advanced ChatGPT capabilities and enterprise deployment. Participants will explore ChatGPT as a professional reasoning engine for analyzing documents, automating research workflows, and supporting advisory services across accounting, audit, and finance.
The curriculum emphasizes team collaboration and scale, introducing ChatGPT Team (team features, shared libraries, governance), ChatGPT desktop and mobile apps (integrated workflows), web browsing and real-time data access, and custom GPT agents for specialized accounting tasks. Participants will learn to implement AI governance frameworks, manage custom GPTs and prompt libraries, integrate ChatGPT with Excel and business platforms, and design enterprise workflows for compliance research, financial analysis, and client deliverables.
The course addresses professional judgment, liability management, and responsible AI use in firm operations. Through demonstrations and case studies, accountants will gain the strategic mindset and technical skills to lead AI adoption across their organizations and deliver higher-value services.
Topics Covered
- Understanding ChatGPT and advanced generative AI
- ChatGPT Team: Setting up team accounts, shared libraries, and governance
- ChatGPT desktop and mobile apps for integrated workflows
- Web browsing, real-time data access, and advanced search
- Analyzing financial documents and automating compliance research
- Building and deploying custom GPTs for audit, tax, and advisory functions
- Integrating ChatGPT with Excel, SQL, Google Workspace, and business platforms
- AI governance frameworks and liability management in accounting firms
- Voice, vision, file analysis, and emerging advanced capabilities
Key Takeaways
- Identify advanced ChatGPT capabilities and how AI transforms accounting workflows
- Deploy ChatGPT Team and desktop apps in firm infrastructure
- Evaluate AI governance, security, and liability in professional environments
- Apply ChatGPT to analyze financial data and automate compliance research
- Design and deploy custom GPTs for audit, tax, and advisory functions
- Build firm-wide prompt governance and AI quality frameworks
- Assess opportunities, limitations, and emerging applications of AI in decision-making
Who Will Benefit
This course is designed for accountants, CPAs, finance professionals, audit partners, and advisors seeking to develop advanced AI skills, lead firm-wide AI adoption, establish governance frameworks, and deliver AI-augmented advisory services.
Prerequisite Knowledge
Participants should have basic familiarity with generative AI tools and a general understanding of accounting workflows.
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
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.