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AI, Technology & Innovation

AI Prompt Engineering for Accountants (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

This course provides accountants with foundational techniques in AI prompt engineering, revealing the hidden strategies to extract deeper insights from AI models like ChatGPT. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise.

Applicable for

This course is ideal for accountants, financial analysts, and CPAs seeking to optimize their interaction with AI tools like ChatGPT for more strategic, accurate, and in-depth financial insights.

Learning Objectives

  • Design effective prompts to extract meaningful, context-rich responses from AI in financial contexts
  • Identify strategies to overcome AI’s "lazy" response defaults and elicit deeper analysis
  • Apply multi-layered prompting techniques to explore topics from different perspectives and depths
  • Evaluate the impact of using candid and contrarian prompts for balanced financial insights
  • Use specialized prompts to uncover ripple and cobra effects in financial scenarios
  • Develop an "Avoid Stupidity" checklist for avoiding common mistakes in AI assisted financial tasks
  • Integrate perspective-based prompts to receive responses tailored to accounting-specific viewpoints
  • Automate repetitive accounting tasks by prompting AI for optimized workflows
  • Utilize emotion-driven prompts to improve the quality and engagement of AI responses
  • Implement practical prompt engineering techniques to enhance accuracy and depth in financial analysis

Content

  • Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses
  • Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights 
  • Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels
  • Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics
  • Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions
  • Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI assisted accounting tasks
  • Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints
  • Automation Ideas: Leveraging AI to optimize repetitive accounting tasks
  • Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement
  • Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making

Course Dates & Registration

Oct 14, 2025
9:00AM - 12:30PM
Online Virtual
Garrett Wasny
Garrett Wasny Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world.
Past

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Course Details
Cost
$210
Members
$210
Non-Members
Eligible Hours
3.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

AI, Technology & Innovation

AI Prompt Engineering for Accountants (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$210
Members
$210
Non-Members
Eligible Hours
3.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits

Overview

This course provides accountants with foundational techniques in AI prompt engineering, revealing the hidden strategies to extract deeper insights from AI models like ChatGPT. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise.

Applicable for

This course is ideal for accountants, financial analysts, and CPAs seeking to optimize their interaction with AI tools like ChatGPT for more strategic, accurate, and in-depth financial insights.

Learning Objectives

  • Design effective prompts to extract meaningful, context-rich responses from AI in financial contexts
  • Identify strategies to overcome AI’s "lazy" response defaults and elicit deeper analysis
  • Apply multi-layered prompting techniques to explore topics from different perspectives and depths
  • Evaluate the impact of using candid and contrarian prompts for balanced financial insights
  • Use specialized prompts to uncover ripple and cobra effects in financial scenarios
  • Develop an "Avoid Stupidity" checklist for avoiding common mistakes in AI assisted financial tasks
  • Integrate perspective-based prompts to receive responses tailored to accounting-specific viewpoints
  • Automate repetitive accounting tasks by prompting AI for optimized workflows
  • Utilize emotion-driven prompts to improve the quality and engagement of AI responses
  • Implement practical prompt engineering techniques to enhance accuracy and depth in financial analysis

Content

  • Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses
  • Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights 
  • Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels
  • Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics
  • Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions
  • Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI assisted accounting tasks
  • Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints
  • Automation Ideas: Leveraging AI to optimize repetitive accounting tasks
  • Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement
  • Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making

Course Dates & Registration

Oct 14, 2025
9:00AM - 12:30PM
Online Virtual
Garrett Wasny
Garrett Wasny Garrett Wasny, MA, CMC, CITP/FITP is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. An award-winning instructor recognized with the 2025 MYCPE Award for innovation in professional education, Garrett has trained tens of thousands of CPAs and accountants in more than 60 countries. His programs focus on practical applications of artificial intelligence, helping financial professionals strengthen judgment, governance, and decision-making in an AI-driven world.
Past

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.