Transform static statements into strategic intelligence and move beyond simple ratio analysis.
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how generative AI tools—such as ChatGPT and other large language models—can transform traditional financial statement analysis into a dynamic, multidimensional decision intelligence system. Rather than focusing solely on ratios and historical metrics, participants learn how to apply AI-assisted analytical frameworks that evaluate earnings quality, liquidity resilience, capital efficiency, structural risk, and strategic optionality. The course introduces a five-lens analytical model designed to help accountants move beyond static reporting and toward strategic financial interpretation. Participants will explore how AI-driven prompts and structured analytical workflows can reveal hidden risks, validate management narratives, and support board-level insights. By combining financial expertise with AI-enabled pattern recognition, accountants will learn to uncover deeper signals within financial statements and communicate more powerful strategic insights to stakeholders.
Topics Covered:
The AI-enabled financial intelligence framework for accountants
Earnings normalization and profit quality analysis
Revenue durability and margin sustainability diagnostics
Liquidity visibility, survival analysis, and debt stress testing
Working capital efficiency and cash conversion analysis
Capital efficiency, ROIC decomposition, and economic value creation
Structural fragility detection and strategic optionality analysis
Target Audience:
This course will benefit accountants, financial analysts, CFOs, and advisory professionals who want to leverage AI tools to elevate financial analysis from compliance reporting to strategic business intelligence.
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.
