Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a concise overview of how Claude and related AI-powered workflow automation tools are transforming accounting, finance, and advisory services. Participants will explore how Claude Native Chat, Claude Cowork, Claude Projects, Claude Artifacts, Claude Design, Voice Mode, and Finance Plug-ins can automate repetitive accounting tasks, enhance financial analysis, accelerate reporting workflows, and elevate professional judgment. The course examines practical accounting use cases including reconciliations, variance analysis, expense reporting, forecasting, dashboard creation, audit support, and workflow automation using real-world accounting scenarios.
Special attention is given to governance, token economics, AI risk management, confidentiality, quality control, and the evolving role of accountants in an AI-enabled profession. Participants will also learn how to structure AI workflows using Projects, scheduled tasks, and reusable instruction frameworks. By the end of the course, learners will understand how to integrate AI into accounting workflows responsibly while positioning themselves as forward-looking strategic advisors in a rapidly changing professional landscape.
Topics Include:
- Introduction to Claude and Anthropic AI tools.
- Claude Native Chat for financial analysis and Excel workflows.
- Claude Excel Add-In and spreadsheet automation.
- Claude Projects, Artifacts, and Design tools.
- Claude Voice Mode and conversational data analysis.
- Claude Cowork desktop automation and scheduled workflows.
- AI governance, token economics, security, and professional risk management.
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:
- Analyze accounting workflows that can be enhanced through AI automation.
- Evaluate the strengths and limitations of Claude for accounting applications.
- Apply Claude tools to automate reconciliations, reporting, and variance analysis.
- Design AI-assisted financial dashboards and workflow systems.
- Assess token usage, cost management, and AI governance considerations.
- Develop structured prompts and reusable workflow instructions for accounting tasks.
- Interpret how AI automation is reshaping the future role of accountants and finance professionals.
Who Will Benefit
This course is designed for CPAs, accountants, CFOs, controllers, finance professionals, consultants, and advisory practitioners seeking to improve efficiency, enhance financial insight, and responsibly integrate AI workflow automation into their organizations.
Prerequisite(s)
- Participants should have a general understanding of accounting workflows, Excel spreadsheets, and financial reporting concepts; prior AI experience is helpful but not required.
- Free Claude account required. The seminar showcases Claude Pro features in real-world accounting workflows—enabling you to see premium capabilities in action and determine their relevance to your firm's needs and use cases.
- Access to Excel or Google Sheets.
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.