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AI, Technology & Innovation
How to Build Custom AI Chatbots & Synthetic Assistants (Live Webinar - Multi Segment)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Overview
Artificial intelligence is creating new opportunities for accounting professionals to improve efficiency, enhance client service, and streamline routine work. This practical course introduces CPAs to building and deploying custom AI chatbots and digital assistants using no-code tools. Participants will learn how AI-powered solutions can support research, analysis, communication, and workflow automation while helping them adapt to the evolving demands of the profession.
|
This course has offering(s) that take place over multiple segments: |
Course Description
Designed for accounting and finance professionals, this course demonstrates how no-code AI tools can be used to build custom chatbots and digital assistants that support research, financial analysis, client communications, and workflow automation. Through practical examples and real-world use cases, participants will explore applications across tax, audit, and advisory services while considering key ethical, privacy, and governance considerations related to AI adoption.
Applicable for
Accountants, auditors, and financial professionals who want to simplify AI chatbot creation and deploy intelligent assistants to increase efficiency, insight, and impact.
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
Nov 25 - 26, 2026
9:00AM - 12:30PM
Online Virtual
Garrett Wasny
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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.
Available
Aug 11 - 12, 2026
9:00AM - 12:30PM
Online Virtual
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.
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.
Past
Dec 10, 2025
9:00AM - 5:00PM
Online Virtual
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.
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.
Past
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
$425
Members
$475
Non-Members
Eligible Hours
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 10
- Credits
Interested in similar content?
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
How to Build Custom AI Chatbots & Synthetic Assistants (Live Webinar - Multi Segment)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 10
- Credits
Overview
Artificial intelligence is creating new opportunities for accounting professionals to improve efficiency, enhance client service, and streamline routine work. This practical course introduces CPAs to building and deploying custom AI chatbots and digital assistants using no-code tools. Participants will learn how AI-powered solutions can support research, analysis, communication, and workflow automation while helping them adapt to the evolving demands of the profession.
|
This course has offering(s) that take place over multiple segments: |
Course Description
Designed for accounting and finance professionals, this course demonstrates how no-code AI tools can be used to build custom chatbots and digital assistants that support research, financial analysis, client communications, and workflow automation. Through practical examples and real-world use cases, participants will explore applications across tax, audit, and advisory services while considering key ethical, privacy, and governance considerations related to AI adoption.
Applicable for
Accountants, auditors, and financial professionals who want to simplify AI chatbot creation and deploy intelligent assistants to increase efficiency, insight, and impact.
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
Nov 25 - 26, 2026
9:00AM - 12:30PM
Online Virtual
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.
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.
Available
Aug 11 - 12, 2026
9:00AM - 12:30PM
Online Virtual
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.
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.
Past
Dec 10, 2025
9:00AM - 5:00PM
Online Virtual
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.
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.
Past
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.
Interested in similar content?
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.