Stop using it like a chatbot—start using it as a synthetic teammate to automate research, analysis, and client advisory.
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of the advanced capabilities of ChatGPT and how accountants can leverage artificial intelligence to enhance productivity, advisory services, research, and decision-making. Participants will explore how ChatGPT functions as a professional reasoning engine, capable of analyzing documents, generating insights, automating workflows, and supporting complex research tasks. The course demonstrates practical applications across accounting workflows, including data analysis, financial reporting, compliance research, and client advisory. It also addresses the evolving role of accountants in an AI-driven environment, emphasizing professional judgment, governance, and responsible AI use. Through real-world examples and demonstrations, participants will learn how to integrate ChatGPT with tools such as Excel, automate research and reporting, and develop custom AI assistants tailored to accounting tasks. By the end of the session, accountants will gain the confidence and strategic mindset needed to collaborate effectively with AI and deliver higher-value services to clients and organizations.
Topics Covered:
Understanding ChatGPT and generative AI capabilities
AI mindset and the evolving competency standard for accountants
Security considerations and responsible AI usage in accounting firms
Using ChatGPT with Excel for data analysis and financial insights
Deep research and automated reporting workflows
Building custom GPT assistants for accounting tasks
Emerging AI tools such as voice, vision, and agent capabilities
Target Audience:
This course is designed for accountants, CPAs, finance professionals, and advisors seeking to develop advanced AI skills to improve productivity, research, and client advisory services.
MA, CMC, CITP/FITP
GARRETT WASNY, MA, CMC, CITP/FITP, is an artificial intelligence (AI) skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His courses focus on the new intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. His sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. He’s also an award-winning Internet speaker, author, app developer, professional development specialist, and former management consultant for Price Waterhouse. He's published 50+ ebooks on computing and ethical issues related to accounting, written hundreds of articles and columns on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations around the globe.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
