Boost your financial leadership with ChatGPT Agent. Automate complex tasks, gain real-time insights, and elevate strategic decision-making in your role.
This course provides a concise overview of how CFOs and comptrollers can use ChatGPT Agent to revolutionize their financial leadership, automate critical workflows, and amplify strategic oversight.
ChatGPT Agent is not just a chatbot – it’s an autonomous digital teammate that browses, codes, creates files, and executes multi-step tasks while remaining under human control. Through guided demonstrations and practical use cases—including variance analysis, tax provision modeling, board deck assembly, and SAM.gov contract searches—participants will learn how to deploy, supervise, and optimize ChatGPT Agent for high-value financial operations.
With built-in sandboxing, memory controls, and real-time scheduling, this technology reshapes what it means to “do” finance. Learn to lead in an AI-powered world where your new teammates are intelligent, proactive, and tireless.
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This course is ideal for CFOs, comptrollers, and finance leaders seeking to delegate routine tasks, amplify their strategic role, and responsibly integrate generative AI into their financial operations.
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.
