ChatGPT & Advanced Policy Manual Development for Accountants (On-Demand - Wasny)
Overview
This course provides a concise overview of how accountants can use ChatGPT and other AI platforms to accelerate policy manual development, strengthen risk management, and elevate their strategic influence within organizations. Leveraging a five-level AI integration framework, learners are guided from simple prompting to advanced multimodal policy creation, integrating ethics, compliance, auditability, and cutting-edge visual and audio tools. Participants explore how to create CPA-compliant manuals using prompt engineering, generative AI ecosystems, and deep learning research methods. The course also addresses real-world challenges such as AI hallucinations, regulatory drift, version control, cybersecurity, and bias mitigation—equipping accountants with the skills to lead responsibly in the AI era.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
- describe the key components and importance of internal policy manuals
- apply structured ChatGPT prompts to generate CPA-compliant policies
- integrate compliance frameworks such as SOX, PIPEDA, GDPR, and CPA codes
- create audit-ready documentation using AI-powered workflows
- analyze and mitigate risks of AI use in policy development
- design visual and audio enhancements for greater policy clarity and engagement
- evaluate outputs from multiple AI platforms (e.g., Claude, Gemini, Perplexity) to enhance policy insight
Content
- the evolving role of accountants as AI-enhanced policy architects
- the 5-Level AI Policy Power-Up Framework
- deep learning and advanced research in regulatory policy
- visual storytelling with GPT-4o and Napkin.ai in policy manuals
- audio transformation of policy content using NotebookLM
- risks of AI misuse in policy work (bias, hallucinations, overreliance)
- real-world policy manual templates (Canada and U.S. finance departments)
Course Content Created: May 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Garrett Wasny, MA, CMC, CITP/FIBPAbout 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.
Course Dates & Registration
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- 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.
ChatGPT & Advanced Policy Manual Development for Accountants (On-Demand - Wasny)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
This course provides a concise overview of how accountants can use ChatGPT and other AI platforms to accelerate policy manual development, strengthen risk management, and elevate their strategic influence within organizations. Leveraging a five-level AI integration framework, learners are guided from simple prompting to advanced multimodal policy creation, integrating ethics, compliance, auditability, and cutting-edge visual and audio tools. Participants explore how to create CPA-compliant manuals using prompt engineering, generative AI ecosystems, and deep learning research methods. The course also addresses real-world challenges such as AI hallucinations, regulatory drift, version control, cybersecurity, and bias mitigation—equipping accountants with the skills to lead responsibly in the AI era.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
- describe the key components and importance of internal policy manuals
- apply structured ChatGPT prompts to generate CPA-compliant policies
- integrate compliance frameworks such as SOX, PIPEDA, GDPR, and CPA codes
- create audit-ready documentation using AI-powered workflows
- analyze and mitigate risks of AI use in policy development
- design visual and audio enhancements for greater policy clarity and engagement
- evaluate outputs from multiple AI platforms (e.g., Claude, Gemini, Perplexity) to enhance policy insight
Content
- the evolving role of accountants as AI-enhanced policy architects
- the 5-Level AI Policy Power-Up Framework
- deep learning and advanced research in regulatory policy
- visual storytelling with GPT-4o and Napkin.ai in policy manuals
- audio transformation of policy content using NotebookLM
- risks of AI misuse in policy work (bias, hallucinations, overreliance)
- real-world policy manual templates (Canada and U.S. finance departments)
Course Content Created: May 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Garrett Wasny, MA, CMC, CITP/FIBPAbout 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.
Course Dates & Registration
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.