Master the art of building custom AI chatbots using GPT. Learn to create personalized, efficient chatbots for various applications and enhance your productivity.
This course provides a concise overview of how accountants can build and deploy custom AI chatbots to streamline workflows, enhance client service, and future-proof their practice—no coding required. Designed specifically for financial professionals, the session explains chatbot development in plain English and demonstrates how tools like ChatGPT, NotebookLM, and ElevenLabs can be used to create intelligent assistants that automate research, analyze financial statements, respond to client queries, and even speak in your voice. By learning to harness no-code platforms, CPAs can transition from being task-doers to tech-enabled strategists at the forefront of digital transformation.
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Who Will Benefit/Target Audience: This course is designed for accountants, auditors, and financial professionals who want to simplify AI chatbot creation and deploy intelligent assistants to increase efficiency, insight, and impact.
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.
