Charting The Future: From Tasks to Capability — Augmented by Gen AI & ChatGPT
This course is a practical, workflow-first session for accounting and finance professionals who want to move beyond isolated prompt usage and build repeatable, high-quality ways of working with AI.
Format
Online
NASBA Field of Study
Information Technology
Level
Intermediate
CPE Credits
1
Author(s)
Don Tomoff
Availability
1 year
Product Number
BLICTFFTCAI26SSO
We started by using Gen AI for discrete tasks—answers, summaries, formulas. But the real unlock is capability: building repeatable workflows, executive-ready deliverables, governance, and reusable systems. That’s augmentation: AI doesn’t replace the professional—it expands what the professional can reliably deliver. This course is a practical, workflow-first session for accounting and finance professionals who want to move beyond isolated prompt usage and build repeatable, high-quality ways of working. The course focuses on using core ChatGPT tools—Advanced Data Analysis, Deep Research, Canvas, Web Search, Custom GPTs, Projects, and Connectors—to strengthen analysis, improve deliverable quality, standardize outputs, and elevate decision support across common accounting/finance responsibilities.
Who Will Benefit
counting and finance professionals who want to use Gen AI and ChatGPT to improve analysis and deliverables, reduce rework, standardize outputs, and build repeatable workflows that elevate decision support.
Key Topics
- The shift from task prompting to repeatable capability in accounting and finance work
- Workflow-first thinking: inputs → process → outputs → reuse
- Tool selection by outcome: when to use Advanced Data Analysis, Deep Research, Canvas, Projects, and Custom GPTs Capability demos:
- Form 10-K analysis workflow using Advanced Data Analysis (ADA)
- Excel workflow acceleration using a Custom GPT
- Standardizing deliverables for executive audiences (structure, clarity, consistency)
- Governance-by-design: data boundaries, validation checks, traceability/citations, review gates
Learning Outcomes
- Identify the difference between task-based Gen AI use and workflow-based capability in accounting and finance.
- Apply ChatGPT tools (Advanced Data Analysis, Deep Research, Canvas, Projects, and Custom GPTs) to create a repeatable workflow that produces an executive-ready deliverable.
- Determine the governance and validation steps required for reliable Gen AI–augmented outputs.
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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