Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a concise overview of ChatGPT and how accounting professionals can leverage this powerful AI tool to enhance productivity, automate routine tasks, and develop innovative client services. Through practical demonstrations and hands-on exercises, participants will learn to effectively implement ChatGPT across various accounting functions while maintaining ethical standards and professional judgment.
Topics Covered:
- Introduction to ChatGPT's capabilities and available platforms (web, mobile, desktop)
- Practical applications of ChatGPT for tax preparation, financial analysis, and audit functions
- Data security protocols and confidentiality considerations when using AI tools
- Advanced features including GPT Vision, voice interactions, and file upload analysis
- Creating custom GPTs for specialized accounting workflows and client interactions
- Integrating ChatGPT with existing accounting systems and processes
- Emerging trends and future developments in AI for accounting practices
Note: This course now includes new insights and features related to the latest ChatGPT updates.
Schedule
- July 7, 2025, 1:00 p.m. - 5:00 p.m.
- July 11, 2025, 1:00 p.m. - 5:00 p.m.
Key Takeaways
Upon completion of this course, you will be able to:
- Understand the fundamental capabilities and limitations of ChatGPT in accounting contexts.
- Evaluate the appropriate use cases for ChatGPT in daily accounting workflows.
- Apply ChatGPT to automate repetitive tasks such as data entry and financial report generation.
- Analyze complex accounting scenarios using ChatGPT's reasoning capabilities.
- Create effective prompts to generate accurate, relevant accounting outputs.
- Develop custom GPTs tailored to specific accounting specializations and client needs.
- Evaluate the ethical implications of AI implementation in accounting practice.
Who Will Benefit
This course is designed for accounting professionals at all career stages who seek to enhance their productivity and service offerings through AI tools, including staff accountants, controllers, CFOs, and public accounting practitioners.
Prerequisite(s)
Basic familiarity with accounting principles and digital tools is required, but no prior experience with artificial intelligence or programming is necessary.
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
This was an incredibly informative course hands down the best course I had done thus far through CPA Ontario.
This was a wonderful course with a great moderator. He was very knowledgeable about the topic he was presenting and kept the audience engaged throughout the two days. This topic is very relevant to what is happening in the industry right now. I highly recommend others to take this course.