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AI, Technology & Innovation

ChatGPT for Accountants: 50+ Practical Use Cases (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

This brand-new 2026 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.

Course Description

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.

Applicable for

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.

Learning Objectives

  • Identify key capabilities of ChatGPT relevant to accounting workflows
  • Explain the major security and governance principles for AI use in accounting firms
  • Analyze practical AI use cases that improve productivity and advisory services
  • Evaluate when AI-generated outputs require verification and human oversight
  • Apply prompting techniques to generate professional communications and analyses
  • Assess opportunities to integrate AI into accounting workflows and research tasks
  • Design practical strategies for incorporating AI into daily accounting operations

Content

  • 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

Course Dates & Registration

Mar 10, 2027
9:00AM - 11:00AM
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.
Full

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
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
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

ChatGPT for Accountants: 50+ Practical Use Cases (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits

Overview

This brand-new 2026 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.

Course Description

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.

Applicable for

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.

Learning Objectives

  • Identify key capabilities of ChatGPT relevant to accounting workflows
  • Explain the major security and governance principles for AI use in accounting firms
  • Analyze practical AI use cases that improve productivity and advisory services
  • Evaluate when AI-generated outputs require verification and human oversight
  • Apply prompting techniques to generate professional communications and analyses
  • Assess opportunities to integrate AI into accounting workflows and research tasks
  • Design practical strategies for incorporating AI into daily accounting operations

Content

  • 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

Course Dates & Registration

Mar 10, 2027
9:00AM - 11:00AM
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.
Full

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.