Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course introduces Claude Cowork and its role in transforming AI from a conversational tool into an execution-driven digital coworker. Participants will learn how AI agents can access files, run multi-step workflows, and generate outputs such as reports, spreadsheets, and dashboards. The course emphasizes practical applications, workflow design, and responsible AI use within accounting environments.
Schedule
- September 14, 2026, 8:30 a.m. - 12:30 p.m.
- September 15, 2026, 8:30 a.m. - 12:30 p.m.
Key Takeaways
Upon completion of this seminar, learners will be able to:
- Differentiate between conversational AI tools and agentic AI systems.
- Understand the core architecture and capabilities of Claude Cowork.
- Apply folder based workflows to enable AI task execution and output generation.
- Create instruction files to support structured, repeatable AI automation.
- Automate common recurring accounting processes using AI driven workflows.
- Assess risk, governance, and responsible use considerations for AI in accounting environments.
Who Will Benefit
CPAs, accountants, and finance professionals seeking to design AI-driven workflows and improve efficiency through automation.
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.
If available, course materials can be accessed 2 business days 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.