AI Agents for Accountants (Live Webinar - Multi Segment)
Overview
AI agents are rapidly transforming how accounting professionals work by automating routine tasks, enhancing analysis, and supporting more efficient decision-making. This course introduces CPAs to the capabilities of AI agents and specialized chatbots, exploring how they can be used to streamline workflows, improve client service, and support professional judgment. Participants will gain practical insights into building and using custom AI assistants to enhance productivity and prepare for the evolving future of the profession.
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This course has offering(s) that take place over multiple segments:
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Course Description
Applicable for
Learning Objectives
- Define the core functionalities and benefits of AI agents like GPT Builder and niche chatbots in professional accounting
- Identify the features of specialized AI platforms (e.g., Claude, Gemini, NotebookLM) that enhance productivity and task efficiency
- Create basic custom AI agents tailored for accounting and financial analysis without needing coding skills
- Evaluate and deploy AI tools to improve client communication and engagement strategies
- Analyze ethical considerations and privacy issues related to AI integration within accounting workflows
- Adapt to emerging AI technologies, integrating them seamlessly into accounting practices for future-ready skillsets
Content
- Introduction to GPT Builder and AI Agent Creation - Overview of GPT Builder’s functionality and niche AI chatbots for specialized tasks.
- Exploring Claude Projects and Gemini Gems - Deep dive into customized workspaces, chat histories, and knowledge bases.
- NotebookLM for Document Analysis - Techniques for AI-driven document organization, note-taking, and summary generation.
- Poe Bot and Perplexity Pages - Introduction to multi-bot interactions and content creation for engaging client-facing materials.
- Business and Accounting Use Cases - Applications of AI agents in client presentations, financial data analysis, and ethical considerations.
- Building Custom AI Agents without Coding - Step-by-step guidance on designing tailored AI assistants for specific accounting tasks.
- Technical and Ethical Challenges - Addressing maintenance, scope limitations, and ethical use of AI tools in accounting.
Course Dates & Registration
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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. 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. 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.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.
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- 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 Agents for Accountants (Live Webinar - Multi Segment)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
AI agents are rapidly transforming how accounting professionals work by automating routine tasks, enhancing analysis, and supporting more efficient decision-making. This course introduces CPAs to the capabilities of AI agents and specialized chatbots, exploring how they can be used to streamline workflows, improve client service, and support professional judgment. Participants will gain practical insights into building and using custom AI assistants to enhance productivity and prepare for the evolving future of the profession.
|
This course has offering(s) that take place over multiple segments:
|
Course Description
Applicable for
Learning Objectives
- Define the core functionalities and benefits of AI agents like GPT Builder and niche chatbots in professional accounting
- Identify the features of specialized AI platforms (e.g., Claude, Gemini, NotebookLM) that enhance productivity and task efficiency
- Create basic custom AI agents tailored for accounting and financial analysis without needing coding skills
- Evaluate and deploy AI tools to improve client communication and engagement strategies
- Analyze ethical considerations and privacy issues related to AI integration within accounting workflows
- Adapt to emerging AI technologies, integrating them seamlessly into accounting practices for future-ready skillsets
Content
- Introduction to GPT Builder and AI Agent Creation - Overview of GPT Builder’s functionality and niche AI chatbots for specialized tasks.
- Exploring Claude Projects and Gemini Gems - Deep dive into customized workspaces, chat histories, and knowledge bases.
- NotebookLM for Document Analysis - Techniques for AI-driven document organization, note-taking, and summary generation.
- Poe Bot and Perplexity Pages - Introduction to multi-bot interactions and content creation for engaging client-facing materials.
- Business and Accounting Use Cases - Applications of AI agents in client presentations, financial data analysis, and ethical considerations.
- Building Custom AI Agents without Coding - Step-by-step guidance on designing tailored AI assistants for specific accounting tasks.
- Technical and Ethical Challenges - Addressing maintenance, scope limitations, and ethical use of AI tools in accounting.
Course Dates & Registration
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. 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. 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.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.