ChatGPT Agent for Accounting & Finance: An Advanced Hands-On Training Webinar
Overview
Learn to use ChatGPT agent for accounting and finance work, from the first file to the final deliverable. Using a short-term cash flow forecast as the central case, this 2-credit, hands-on CPE course shows how a ChatGPT AI agent gathers information from files and connected apps, builds the forecast spreadsheet and supporting briefs, and drafts follow-up communications. Learn to separate confirmed facts from assumptions, verify calculations and sources, and update every related deliverable when new information arrives. The course also covers ChatGPT account settings, connected app permissions, and approval requirements for client or company records.
This webinar qualifies for 2 CPE Credit in NASBA’s Accounting Field of Study.
Objective
CPAs and finance professionals will be able to supervise a ChatGPT AI agent in preparing and updating a supported financial analysis using files and connected apps while applying appropriate permissions, data safeguards, and review procedures.
Emphasis
- Assigning financial work to a ChatGPT AI agent
- Planning tasks and establishing human approval checkpoints
- Gathering evidence from files and connected apps
- Preparing a short-term cash forecast and supporting deliverables
- Distinguishing confirmed receipts, payment promises, and due dates
- Separating documented facts from assumptions
- Updating spreadsheets, briefs, and draft communications when facts change
- ChatGPT data privacy: account settings, data policies, and connected app permissions
View Dates
| Date | Time | Subscriptions | Register |
|---|---|---|---|
| Tue, Dec 8, 2026 Code WA477LCPR01026 | 2:00 PM – 4:00 PM ET | Register | |
| Tue, Dec 15, 2026 Code WA477LCPR02026 | 10:00 AM – 12:00 PM CT | Register | |
| Fri, Dec 18, 2026 Code WA477LCPR03026 | 9:00 AM – 11:00 AM PT | Register | |
| Wed, Dec 23, 2026 Code WA477LCPR01126 | 9:00 AM – 11:00 AM ET | Register | |
| Mon, Dec 28, 2026 Code WA477LCPR03126 | 10:00 AM – 12:00 PM PT | Register | |
| Thu, Dec 31, 2026 Code WA477LCPR01226 | 9:00 AM – 11:00 AM ET | Register |