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AI, Technology & Innovation

ChatGPT and Advanced Financial Analysis (On-Demand - Wasny)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

This brand-new 2026 course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how generative AI tools—such as ChatGPT and other large language models—can transform traditional financial statement analysis into a dynamic, multi-dimensional decision intelligence system. Rather than focusing solely on ratios and historical metrics, participants learn how to apply AI-assisted analytical frameworks that evaluate earnings quality, liquidity resilience, capital efficiency, structural risk, and strategic optionality.

 
Access expires 180 days from purchase date

Course Description

The course introduces a five-lens analytical model designed to help accountants move beyond static reporting and toward strategic financial interpretation. Participants will explore how AI-driven prompts and structured analytical workflows can reveal hidden risks, validate management narratives, and support board-level insights. By combining financial expertise with AI-enabled pattern recognition, accountants will learn to uncover deeper signals within financial statements and communicate more powerful strategic insights to stakeholders.

Applicable for

This course will benefit accountants, financial analysts, CFOs, and advisory professionals who want to leverage AI tools to elevate financial analysis from compliance reporting to strategic business intelligence.

Learning Objectives

  • Analyze financial statements using AI-augmented analytical frameworks
  • Evaluate earnings quality and identify normalization adjustments
  • Assess revenue durability, margin sustainability, and growth drivers
  • Interpret liquidity strength and debt service resilience under stress scenarios
  • Examine capital allocation decisions and their impact on value creation
  • Detect structural fragility, concentration risk, and forecasting bias
  • Synthesize financial insights into board-level strategic recommendations

Content

  • The AI-enabled financial intelligence framework for accountants
  • Earnings normalization and profit quality analysis
  • Revenue durability and margin sustainability diagnostics
  • Liquidity visibility, survival analysis, and debt stress testing
  • Working capital efficiency and cash conversion analysis
  • Capital efficiency, ROIC decomposition, and economic value creation
  • Structural fragility detection and strategic optionality analysis

Course Content Created: March 2026

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/FIBP

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.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Course Details
Cost
$89
Members
$99
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
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

ChatGPT and Advanced Financial Analysis (On-Demand - Wasny)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$89
Members
$99
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits

Overview

This brand-new 2026 course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how generative AI tools—such as ChatGPT and other large language models—can transform traditional financial statement analysis into a dynamic, multi-dimensional decision intelligence system. Rather than focusing solely on ratios and historical metrics, participants learn how to apply AI-assisted analytical frameworks that evaluate earnings quality, liquidity resilience, capital efficiency, structural risk, and strategic optionality.

 
Access expires 180 days from purchase date

Course Description

The course introduces a five-lens analytical model designed to help accountants move beyond static reporting and toward strategic financial interpretation. Participants will explore how AI-driven prompts and structured analytical workflows can reveal hidden risks, validate management narratives, and support board-level insights. By combining financial expertise with AI-enabled pattern recognition, accountants will learn to uncover deeper signals within financial statements and communicate more powerful strategic insights to stakeholders.

Applicable for

This course will benefit accountants, financial analysts, CFOs, and advisory professionals who want to leverage AI tools to elevate financial analysis from compliance reporting to strategic business intelligence.

Learning Objectives

  • Analyze financial statements using AI-augmented analytical frameworks
  • Evaluate earnings quality and identify normalization adjustments
  • Assess revenue durability, margin sustainability, and growth drivers
  • Interpret liquidity strength and debt service resilience under stress scenarios
  • Examine capital allocation decisions and their impact on value creation
  • Detect structural fragility, concentration risk, and forecasting bias
  • Synthesize financial insights into board-level strategic recommendations

Content

  • The AI-enabled financial intelligence framework for accountants
  • Earnings normalization and profit quality analysis
  • Revenue durability and margin sustainability diagnostics
  • Liquidity visibility, survival analysis, and debt stress testing
  • Working capital efficiency and cash conversion analysis
  • Capital efficiency, ROIC decomposition, and economic value creation
  • Structural fragility detection and strategic optionality analysis

Course Content Created: March 2026

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/FIBP

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.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
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.