Stop crunching numbers and start advising: Master the AI ecosystem that turns financial data into strategic insights.
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of Google Gemini and its rapidly expanding ecosystem of artificial intelligence tools designed to enhance productivity, research, and advisory capabilities for accounting professionals. Participants will explore how Gemini differs from other AI systems, including its multimodal capabilities, ultra-long-context processing, and deep integration with Google Workspace applications.
The course demonstrates how accountants can use Gemini to analyze documents, automate recurring tasks, generate financial insights, summarize communications, and build interactive dashboards or visualizations from raw data. Special attention is given to advanced capabilities such as Deep Research, Deep Think reasoning, Gems (custom AI assistants), Canvas dashboard creation, and AI-generated media tools. Participants will also learn how Gemini connects directly with Gmail, Google Drive, Docs, Sheets, and Slides to streamline workflows and enhance collaboration.
Through practical demonstrations and real-world accounting scenarios, this course shows how AI can help professionals move beyond routine processing toward higher-value advisory work. By the end of the program, participants will understand how to responsibly integrate Gemini into daily accounting tasks, research projects, and client deliverables while maintaining professional judgment and governance standards.
Topics Covered:
Overview of Google Gemini and multimodal AI capabilities
Key differences between Gemini and other AI assistants
Gemini mobile and web interfaces and workflow features
Deep Research and Deep Think for advanced analysis
Creating and using Gems for specialized accounting tasks
Canvas dashboards and data visualization tools
Integration with Gmail, Docs, Sheets, Drive, and Slides
Target Audience:
This course is designed for accountants, CPAs, financial analysts, and advisory professionals who want to understand how Google Gemini can enhance productivity, research, and client advisory services in modern accounting environments.
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.
