This brand-new 2026 course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of advanced prompt engineering techniques designed specifically for accountants and financial professionals working with generative AI tools. Participants will learn how to transform AI from a simple question-answer tool into a powerful thinking partner that accelerates research, analysis, and professional judgment.

The course emphasizes a modern approach to prompt engineering known as Iteration Engineering, where AI outputs are treated as drafts that are refined through structured dialogue and professional scrutiny. Participants will explore the strategic mindset required to collaborate effectively with AI, learn how to structure prompts for deeper insight, and understand how to manage AI outputs with appropriate skepticism and governance. The program also highlights critical security considerations for accounting firms, including data protection practices and enterprise-grade AI usage policies. Through practical frameworks such as persona research, deep research techniques, sparring-partner interrogation, and conversational energy controls, accountants will gain the skills needed to extract higher-quality insights from AI systems.

• Define the concept of iteration engineering and its role in professional AI use
• Explain how AI can function as a collaborative analytical partner for accountants
• Identify security and governance principles required for responsible AI adoption
• Analyze AI outputs using structured questioning and professional skepticism
• Apply persona-driven prompts to generate expert-level AI insights
• Evaluate AI-generated information for risk, bias, and regulatory implications
• Design structured prompts and workflows to improve research and decision-making

• The evolution from prompt engineering to iteration engineering
• AI as a “synthetic teammate” in professional accounting workflows
• The four pillars of AI data security for accounting firms
• Overview of frontier AI models and tools for accountants
• Core prompt architecture: use cases, persona research, and deep research
• The Sparring Partner Protocol for interrogating AI outputs
• Conversational energy control and advanced prompting techniques

Course Content Created: May 2025

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.