Claude Fundamentals for Accountants (On-Demand - Wasny)
Overview
This course provides a concise overview of Claude and its growing role as an AI-powered productivity, analysis, and workflow platform for accounting professionals. Participants will learn how Claude differs from traditional search engines, spreadsheets, and chatbots, and how it can be used to accelerate drafting, research, document review, data analysis, and client communications while maintaining professional skepticism and accountability.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Explain how Claude generates responses and supports accounting workflows.
- Identify accounting tasks that are well-suited for AI augmentation.
- Apply effective prompting techniques to improve AI-generated outputs.
- Analyze contracts, financial documents, and datasets using Claude.
- Evaluate the appropriate use of Projects, Artifacts, Connectors, and Office integrations.
- Assess risks related to hallucinations, confidentiality, and data governance.
- Develop AI-assisted workflows that enhance productivity while maintaining professional judgment.
Content
- Understanding Claude and Large Language Models
- Prompt Engineering Fundamentals for Accountants
- Working with Documents, Contracts, and Spreadsheets
- Projects, Artifacts, and Reusable AI Workspaces
- Claude Connectors and Business System Integration
- Microsoft 365 Add-ins and Workflow Automation
- Professional Skepticism, Ethics, Privacy, and Verification
Course Content Created: June 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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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/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
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
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.
Claude Fundamentals for Accountants (On-Demand - Wasny)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
This course provides a concise overview of Claude and its growing role as an AI-powered productivity, analysis, and workflow platform for accounting professionals. Participants will learn how Claude differs from traditional search engines, spreadsheets, and chatbots, and how it can be used to accelerate drafting, research, document review, data analysis, and client communications while maintaining professional skepticism and accountability.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Explain how Claude generates responses and supports accounting workflows.
- Identify accounting tasks that are well-suited for AI augmentation.
- Apply effective prompting techniques to improve AI-generated outputs.
- Analyze contracts, financial documents, and datasets using Claude.
- Evaluate the appropriate use of Projects, Artifacts, Connectors, and Office integrations.
- Assess risks related to hallucinations, confidentiality, and data governance.
- Develop AI-assisted workflows that enhance productivity while maintaining professional judgment.
Content
- Understanding Claude and Large Language Models
- Prompt Engineering Fundamentals for Accountants
- Working with Documents, Contracts, and Spreadsheets
- Projects, Artifacts, and Reusable AI Workspaces
- Claude Connectors and Business System Integration
- Microsoft 365 Add-ins and Workflow Automation
- Professional Skepticism, Ethics, Privacy, and Verification
Course Content Created: June 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/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
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
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.