Generative AI for CPAs: A Hands-On Workshop for Practical, Ethical Integration (Live Webinar)
Former Title: Generative AI: A Workshop for CPAs
Overview
Generative AI is transforming the accounting profession—and CPAs need to be ready. This engaging, hands-on workshop will equip you with the skills to confidently apply GenAI tools like ChatGPT, Microsoft Co-Pilot, and Google Gemini in your daily work. From data analysis to communication, this session empowers you to use AI responsibly while upholding your professional and ethical standards.
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Course Description
Through real-world scenarios and guided practice, you’ll learn how to:
- Apply generally accepted prompting techniques to GenAI platforms
- Analyze numerical data using AI tools
- Enhance written communication through AI-assisted drafting
- Design and deploy custom GPTs
- Assess and manage ethical risks and professional responsibilities related to AI use.
Applicable for
Learning Objectives
By the end of the workshop, participants will be able to:
- Distinguish between AGI, ANI, and core AI branches like machine learning and deep learning
- Define key GenAI concepts including GPTs and prompt engineering
- Develop a decision model for when and how to use GenAI tools
- Design AI prompts tailored to accounting workflows
- Evaluate real-world use cases and debate the role of AI in the profession
- Identify ethical implications and risk mitigation strategies
Content
- Introduction to Generative AI
- AI Platform Walkthroughs (ChatGPT, Gemini, Co-Pilot)
- Prompt Engineering
- Data Analysis with GenAI
- Designing Custom GPTs
- GenAI for Reporting & Communication
- Ethics, Risk, and Governance in AI Use
Course Dates & Registration
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Garth Sheriff, CPA, CA, CPA (Illinois), CGMA CIA, is the founder of Sheriff Consulting, which designs and delivers continuing professional development programs focused on leadership, ethics, and technology, including artificial intelligence. Sheriff Consulting’s mission is to create an engaging and impactful learning environment. Garth has over 20 years of experience as a learning provider for the CPA profession. He has also trained and worked as a professional actor, is a member of ACTRA, and is a graduate in improvisation from The Second City. Garth Sheriff, CPA, CA, CPA (Illinois), CGMA CIA, is the founder of Sheriff Consulting, which designs and delivers continuing professional development programs focused on leadership, ethics, and technology, including artificial intelligence. Sheriff Consulting’s mission is to create an engaging and impactful learning environment. Garth has over 20 years of experience as a learning provider for the CPA profession. He has also trained and worked as a professional actor, is a member of ACTRA, and is a graduate in improvisation from The Second City.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.
- 3
- CPD Hours
- 1
- Ethics Hours
- 0
- AML Hours
- 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.
Generative AI for CPAs: A Hands-On Workshop for Practical, Ethical Integration (Live Webinar)
Former Title: Generative AI: A Workshop for CPAs
- 3
- CPD Hours
- 1
- Ethics Hours
- 0
- AML Hours
- 5
- Credits
Overview
Generative AI is transforming the accounting profession—and CPAs need to be ready. This engaging, hands-on workshop will equip you with the skills to confidently apply GenAI tools like ChatGPT, Microsoft Co-Pilot, and Google Gemini in your daily work. From data analysis to communication, this session empowers you to use AI responsibly while upholding your professional and ethical standards.
|
|
Course Description
Through real-world scenarios and guided practice, you’ll learn how to:
- Apply generally accepted prompting techniques to GenAI platforms
- Analyze numerical data using AI tools
- Enhance written communication through AI-assisted drafting
- Design and deploy custom GPTs
- Assess and manage ethical risks and professional responsibilities related to AI use.
Applicable for
Learning Objectives
By the end of the workshop, participants will be able to:
- Distinguish between AGI, ANI, and core AI branches like machine learning and deep learning
- Define key GenAI concepts including GPTs and prompt engineering
- Develop a decision model for when and how to use GenAI tools
- Design AI prompts tailored to accounting workflows
- Evaluate real-world use cases and debate the role of AI in the profession
- Identify ethical implications and risk mitigation strategies
Content
- Introduction to Generative AI
- AI Platform Walkthroughs (ChatGPT, Gemini, Co-Pilot)
- Prompt Engineering
- Data Analysis with GenAI
- Designing Custom GPTs
- GenAI for Reporting & Communication
- Ethics, Risk, and Governance in AI Use
Course Dates & Registration
Garth Sheriff, CPA, CA, CPA (Illinois), CGMA CIA, is the founder of Sheriff Consulting, which designs and delivers continuing professional development programs focused on leadership, ethics, and technology, including artificial intelligence. Sheriff Consulting’s mission is to create an engaging and impactful learning environment. Garth has over 20 years of experience as a learning provider for the CPA profession. He has also trained and worked as a professional actor, is a member of ACTRA, and is a graduate in improvisation from The Second City. Garth Sheriff, CPA, CA, CPA (Illinois), CGMA CIA, is the founder of Sheriff Consulting, which designs and delivers continuing professional development programs focused on leadership, ethics, and technology, including artificial intelligence. Sheriff Consulting’s mission is to create an engaging and impactful learning environment. Garth has over 20 years of experience as a learning provider for the CPA profession. He has also trained and worked as a professional actor, is a member of ACTRA, and is a graduate in improvisation from The Second City.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.