ChatGPT for Accountants: 50+ Practical Use Cases (Live Webinar)
Overview
Course Description
Applicable for
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
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.
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 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.
ChatGPT for Accountants: 50+ Practical Use Cases (Live Webinar)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
Course Description
Applicable for
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
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.
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.