Stop wasting hours on manual tasks—master the AI sidekick that turns your accounting workflow into a high-speed engine.
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how accountants can use ChatGPT and modern generative AI tools to dramatically improve productivity, research, communication, and advisory services across the accounting profession. Participants will explore more than 50 practical use cases demonstrating how AI can assist with drafting emails, summarizing complex regulations, analyzing spreadsheets, preparing presentations, conducting research, and supporting strategic decision-making.
The course also examines the professional mindset required to successfully collaborate with AI, including the concept of AI as a “synthetic teammate,” the importance of human oversight, and the principle that AI should serve as a powerful first draft rather than a final answer. In addition, the session covers essential security considerations for accounting firms, including enterprise-grade AI tools, governance policies, client consent, and CPA-level review processes. By combining real-world workflows with practical demonstrations, this course helps accountants understand how AI can accelerate routine work, enhance advisory capabilities, and position financial professionals as trusted strategic advisors in an AI-driven economy.
Topics Covered:
Understanding ChatGPT and generative AI capabilities
Security and governance considerations for accounting firms
The Four Pillars of AI data security for CPAs
The “AI as a synthetic teammate” mindset
Core productivity use cases for accountants
Research, summarization, and decision-support workflows
Advanced features including deep research and scheduled tasks
Target Audience:
This course is designed for CPAs, accountants, auditors, and finance professionals who want to understand how generative AI tools like ChatGPT can enhance productivity, research, and advisory services in modern accounting practices.
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.
