Description:

This course provides a concise overview of actionable strategies, governance guardrails, and high-impact workflows that enable accounting professionals to integrate generative AI—especially ChatGPT—into daily practice with confidence, creativity, and compliance. Practitioners will walk away with a step-by-step adoption roadmap, a library of vetted prompts, and a risk-mitigation checklist ready for immediate use. Ultimately, the playbook empowers forward-looking accountants to elevate their roles from traditional number-crunchers to strategic AI catalysts who unlock new value for clients, colleagues, and the profession at large.

Session Highlights:

• Rapid-Start Philosophy and Mind-Set
• Governance, Data Security & No-Go Zones
• Practical Adoption Framework & “Prompt Parties”
• AI as a Collaborative Teammate
• Conversational Prompting Best Practices
• High-Impact Use Cases in Audit, Tax & Advisory
• Power Prompt Library & Hallucination Checks

Learning Objectives:

• Identify core principles that drive successful AI adoption.
• Differentiate acceptable versus prohibited AI uses in accounting contexts.
• Apply a step-by-step framework to pilot low-risk AI workflows.
• Develop effective prompts that elicit accurate, verifiable outputs.
• Analyze AI-generated content for hallucinations and ethical risks.
• Integrate AI tools to streamline data analysis, reporting, and client communication.
• Evaluate feedback loops that sustain firm-wide AI capability growth.

Who should attend?

• CPAs
• Accountants
• Auditors
• Controllers
• Finance consultants who want a structured, security-first roadmap to harness generative AI for productivity and strategic insight.

Speaker Profile:

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.