Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a concise overview of advanced ChatGPT capabilities specifically tailored for accounting professionals. It explores how this AI technology can revolutionize accounting workflows through data analysis, automation, and enhanced client communication. Participants will learn practical applications of ChatGPT's newest features that address common accounting challenges while maintaining professional standards and ethics.
Topics Covered:
- Advanced data analysis using ChatGPT for financial documents.
- Voice interaction for efficient client communication.
- Image analysis for receipt and document processing.
- Automated financial report summarization techniques.
- Custom instructions for accounting-specific queries.
- Enterprise-level security features for confidential financial data.
Note: This course now includes new insights and features related to the latest ChatGPT updates.
Schedule
- September 3, 2025, 1:00 p.m. - 5:00 p.m.
- September 5, 2025, 1:00 p.m. - 5:00 p.m.
Key Takeaways
By the end of this course, you will be able to:
- Analyze financial datasets using ChatGPT's advanced file upload capabilities.
- Design custom AI prompts that generate accurate accounting documentation.
- Evaluate the appropriate use cases for AI in accounting workflows.
- Develop voice-based interfaces for efficient client interactions.
- Apply image analysis tools to streamline document processing.
- Create automated summarization systems for financial reports.
- Implement enterprise-level security protocols when using AI with sensitive data.
Who Will Benefit
This course is ideal for accounting professionals seeking to leverage cutting-edge AI technology to enhance productivity, accuracy, and client service while maintaining compliance with professional standards.
Prerequisite(s)
Basic familiarity with accounting principles and some experience using AI tools or chatbots is recommended, though not required.
CPA Ontario AI Paper
In our thought leadership paper, Trust in New Frontiers: Putting AI Governance into Practice we examine how CPAs, guided by technical expertise and high ethical standards, can lead the charge in strengthening AI governance and building public trust.
Discover how CPAs can champion responsible AI governance and help organizations to embrace AI with confidence and integrity.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
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.
Testimonials
We need more of these type of courses! Amazing course.