AI Prompt Engineering Master Class for Accountants (Live Webinar - Multi Segment)
Overview
Prompt engineering is becoming an essential skill for accounting professionals seeking to maximize the value of generative AI tools. This course provides a practical introduction to designing effective prompts for applications such as ChatGPT, Claude, and Perplexity. Participants will learn how to improve the quality, accuracy, and relevance of AI-generated outputs to support financial analysis, research, workflow automation, and advisory services while strengthening their ability to use AI responsibly and effectively.AI adoption, helping accounting professionals move beyond theory to practical application. Participants will gain insights into AI implementation, risk management, innovation, and governance, while developing strategies to support responsible and effective AI use within their organizations.
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This course has offering(s) that take place over multiple segments: |
Course Description
Applicable for
Learning Objectives
- Define AI prompt engineering and its relevance to accounting tasks.
- Apply role-based prompting to enhance AI collaboration.
- Deconstruct complex accounting problems into structured prompts.
- Customize AI responses using tone, length, and audience parameters.
- Evaluate AI outputs for logic, accuracy, and ethical integrity.
- Formulate prompts that surface contrarian insights and minimize bias.
- Create advanced prompts to support audit, tax, and advisory functions.
Content
- Fundamentals of AI prompt engineering in accounting
- Dynamic roles: shifting between creative director, troubleshooter, and domain expert
- Granular task decomposition for precision and efficiency
- Voice engagement and multimodal AI collaboration
- Advanced prompt modifiers: tone, length, audience, and style
- Tools for minimizing hallucinations and blind spots
- Contrarian prompts, self-critique, and insight ranking techniques
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. 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 Prompt Engineering Master Class for Accountants (Live Webinar - Multi Segment)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
Prompt engineering is becoming an essential skill for accounting professionals seeking to maximize the value of generative AI tools. This course provides a practical introduction to designing effective prompts for applications such as ChatGPT, Claude, and Perplexity. Participants will learn how to improve the quality, accuracy, and relevance of AI-generated outputs to support financial analysis, research, workflow automation, and advisory services while strengthening their ability to use AI responsibly and effectively.AI adoption, helping accounting professionals move beyond theory to practical application. Participants will gain insights into AI implementation, risk management, innovation, and governance, while developing strategies to support responsible and effective AI use within their organizations.
|
This course has offering(s) that take place over multiple segments: |
Course Description
Applicable for
Learning Objectives
- Define AI prompt engineering and its relevance to accounting tasks.
- Apply role-based prompting to enhance AI collaboration.
- Deconstruct complex accounting problems into structured prompts.
- Customize AI responses using tone, length, and audience parameters.
- Evaluate AI outputs for logic, accuracy, and ethical integrity.
- Formulate prompts that surface contrarian insights and minimize bias.
- Create advanced prompts to support audit, tax, and advisory functions.
Content
- Fundamentals of AI prompt engineering in accounting
- Dynamic roles: shifting between creative director, troubleshooter, and domain expert
- Granular task decomposition for precision and efficiency
- Voice engagement and multimodal AI collaboration
- Advanced prompt modifiers: tone, length, audience, and style
- Tools for minimizing hallucinations and blind spots
- Contrarian prompts, self-critique, and insight ranking techniques
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. 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.