Master ChatGPT to create compliant accounting policy manuals; streamline workflows, boost efficiency, and become a strategic policy leader.
This course provides a concise overview of how accountants can use ChatGPT and other AI platforms to accelerate policy manual development, strengthen risk management, and elevate their strategic influence within organizations. Leveraging a five-level AI integration framework, learners are guided from simple prompting to advanced multimodal policy creation, integrating ethics, compliance, auditability, and cutting-edge visual and audio tools. Participants explore how to create CPA-compliant manuals using prompt engineering, generative AI ecosystems, and deep learning research methods.
The course also addresses real-world challenges such as AI hallucinations, regulatory drift, version control, cybersecurity, and bias mitigation—equipping accountants with the skills to lead responsibly in the AI era.
Topics Covered:
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Target Audience:
This course is designed for CPAs, controllers, internal auditors, and accounting leaders who are responsible for policy development and want to harness AI to create more effective, compliant, and future-ready internal control systems.
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.
