This brand-new 2026 course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of advanced capabilities of ChatGPT and how accountants can leverage artificial intelligence to enhance productivity, advisory services, research, and decision-making. Participants will explore how ChatGPT functions as a professional reasoning engine capable of analyzing documents, generating insights, automating workflows, and supporting complex research tasks.

The course demonstrates practical applications across accounting workflows, including data analysis, financial reporting, compliance research, and client advisory. It also addresses the evolving role of accountants in an AI-driven environment, emphasizing professional judgment, governance, and responsible AI use. Through real-world examples and demonstrations, participants will learn how to integrate ChatGPT with tools such as Excel, automate research and reporting, and develop custom AI assistants tailored to accounting tasks. By the end of the session, accountants will gain the confidence and strategic mindset needed to collaborate effectively with AI and deliver higher-value services to clients and organizations.

• Identify the core capabilities of ChatGPT and generative AI tools
• Explain how AI is transforming accounting workflows and advisory services
• Evaluate AI security, governance, and risk considerations in professional environments
• Apply ChatGPT to analyze financial data and support Excel workflows
• Demonstrate how AI can assist with research, reporting, and documentation tasks
• Design customized AI assistants to support accounting processes
• Assess the opportunities and limitations of AI in professional decision-making

• Understanding ChatGPT and generative AI capabilities
• AI mindset and the evolving competency standard for accountants
• Security considerations and responsible AI usage in accounting firms
• Using ChatGPT with Excel for data analysis and financial insights
• Deep research and automated reporting workflows
• Building custom GPT assistants for accounting tasks
• Emerging AI tools such as voice, vision, and agent capabilities

Course Content Created: October 2023

Course Content Updated: March 2026

Presenter

About This Product

On-Demand Courses by Garrett Wasny. Garrett Wasny, MA, CMC, CITP/FIBP is an independent digital skills advisor to accountants worldwide.  His courses focus on the intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age.  The sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value.  The presentations reveal how practitioners can build on their core knowledge as financial stewards and develop new digital competencies as strategic advisors, cross-domain thinkers, and integrated reporters.  You’ll walk away from his courses future-ready, tech-powered, and technically prepared to take on a storm of business disruption.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

What you can expect 

An optional exercise will be available to further your learning.