How to Build Custom AI Chatbots & Synthetic Assistants (Live Webinar - Multi Segment)
Overview
|
This course has offering(s) that take place over multiple segments: |
Course Description
Applicable for
Learning Objectives
- Define the function of AI chatbots in the accounting profession
- Describe how no-code AI tools empower CPAs
- Demonstrate how to build a chatbot that analyzes financial documents
- Use AI to enhance client communications and service delivery
- Assess chatbot platforms for tax, audit, and advisory applications
- Apply chatbot use cases to real accounting workflows
- Evaluate ethical considerations and data governance risks
Content
- Overview of AI chatbots and their application in accounting
- No-code tools for building custom GPTs
- Using NotebookLM to create interactive financial assistants
- Creating voice-enabled AI agents with ElevenLabs
- Dedicated workspace bots for audit, tax, and advisory functions
- Case studies: Financial Statement Reviewer Bot and News Opportunity Analyzer
- Ethical, legal, and privacy considerations in chatbot use
Course Dates & Registration
.webp?language=en-CA)
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.
How to Build Custom AI Chatbots & Synthetic Assistants (Live Webinar - Multi Segment)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
|
This course has offering(s) that take place over multiple segments: |
Course Description
Applicable for
Learning Objectives
- Define the function of AI chatbots in the accounting profession
- Describe how no-code AI tools empower CPAs
- Demonstrate how to build a chatbot that analyzes financial documents
- Use AI to enhance client communications and service delivery
- Assess chatbot platforms for tax, audit, and advisory applications
- Apply chatbot use cases to real accounting workflows
- Evaluate ethical considerations and data governance risks
Content
- Overview of AI chatbots and their application in accounting
- No-code tools for building custom GPTs
- Using NotebookLM to create interactive financial assistants
- Creating voice-enabled AI agents with ElevenLabs
- Dedicated workspace bots for audit, tax, and advisory functions
- Case studies: Financial Statement Reviewer Bot and News Opportunity Analyzer
- Ethical, legal, and privacy considerations in chatbot use
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.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.