Claude AI for Accounting & Finance: A Practical Hands-On Training Webinar
Overview
This hands-on AI CPE course is available individually or as part of our 5-, 10-, or 15-course AI bundles. Complete all 15 courses to earn your AI Professional Certificate for CPAs and 30 CPE credits.
Claude can help CPAs and accounting professionals analyze a variety of documents, develop structured written content, and support recurring finance workflows. Using it effectively requires knowing which features fit the task, how to provide strong context, and how to verify the resulting work product.
This practical course explores Claude’s core capabilities, including chat, Projects, Artifacts, file uploads, web search, and connectors. Participants will apply reusable prompt patterns to accounting and finance tasks, compare Claude with other leading AI assistants, and use a plain-English privacy framework to determine which account types and data practices are appropriate for professional work. In this webinar, you’ll learn how to:
- Describe Claude’s capabilities, limitations, and place among major generative AI tools
- Select the appropriate Claude feature for an accounting or finance task
- Construct effective prompts using context, role, format, and iteration
- Apply Claude to recurring CPA workflows with appropriate verification and documentation
- Apply confidentiality, privacy, independence, ethics, and due-care considerations when using Claude
- Select an appropriate plan and develop a practical, policy-aware adoption roadmap
Objective
To provide CPAs and other finance professionals with practical guidance for using Claude’s core features and prompt patterns in recurring finance and accounting workflows while maintaining professional judgment.
Emphasis
- Claude's design philosophy, strengths, limitations, and its role within the broader generative AI landscape
- Core Claude features, including chat, Projects, Artifacts, file uploads, web search, and connectors, with practical accounting and finance applications
- Effective prompting techniques and reusable prompt frameworks for recurring accounting, finance, and professional services workflows
- Practical workflow applications showing how to:
– Research and analyze complex financial and business documents
– Produce structured summaries, reports, and professional communications
– Support recurring accounting workflows and staff training initiatives
– Apply verification and professional review practices to AI-generated outputs - Practical guidance for determining when Claude is the right tool compared with ChatGPT, Microsoft Copilot, and Google Gemini
- Data privacy, confidentiality, professional ethics, and responsible AI use, including enterprise privacy considerations and AICPA confidentiality requirements
- Plan selection strategies based on organizational needs and data sensitivity, along with practical implementation guidance for first-time users
- Reusable prompt libraries, workflow frameworks, privacy guidelines, and adoption strategies that participants can immediately apply in their organizations
Speakers
Tracie Miller, PhD, CPA
Wendy Tietz, PhD, CPA, CGMA, CITP