ChatGPT for Accounting & Finance: A Practical Hands-On Training Webinar
Overview
ChatGPT can support accountants with file and data analysis, research preparation, structured drafting, and recurring project work. Reliable professional use depends less on rapidly changing model names and more on durable capabilities, well-constructed prompts, careful file inspection, and disciplined verification.
This practical course explains what ChatGPT is, and is not, and shows CPAs how to select appropriate use cases, provide useful context and constraints, and apply an accelerate-verify-document workflow. Participants will also evaluate plan and workspace options, confidentiality concerns, firm policies, and the professional responsibility issues that arise when ChatGPT is used in accounting and finance. In this webinar, you’ll learn how to:
- Explain ChatGPT’s role as a general-purpose AI assistant and how it differs from search engines and traditional software
- Identify the ChatGPT capabilities most relevant to CPA and accounting work
- Apply practical prompting strategies using role, context, task, sources, constraints, and output format
- Recognize privacy, confidentiality, ethics, and professional-responsibility issues and apply firm policy and AICPA guidance
- Develop a controlled, policy-aware roadmap for professional experimentation and adoption
Objective
To provide CPAs and other finance professionals with practical, evergreen guidance for using ChatGPT in appropriate professional workflows while maintaining confidentiality, verification, documentation, and responsibility for the final work product.
Emphasis
- ChatGPT's role as a general-purpose AI assistant and how it differs from search engines, traditional software, and other leading AI platforms
- Core ChatGPT capabilities for accounting and finance, including file analysis, data interpretation, research support, structured writing, and recurring project assistance
- Practical prompting techniques and iterative workflows for producing accurate, useful, and professionally appropriate outputs
- Practical workflow applications illustrating how to:
– Analyze files and financial information
– Support accounting and finance research
– Draft professional communications and documentation
– Apply the accelerate, verify, and document approach to recurring accounting workflows - Strategies for determining when ChatGPT is the appropriate tool and when another AI platform may be better suited to the task
- Privacy, confidentiality, professional ethics, and responsible AI use, including guidance on individual accounts, organization-managed workspaces, and firm AI policies
- Practical verification and documentation practices that strengthen professional judgment and reduce the risks associated with AI-generated outputs
- Reusable prompting techniques, workflow frameworks, and implementation strategies that participants can immediately apply in their accounting and finance engagements
Speakers
Tracie Miller, PhD, CPA
Wendy Tietz, PhD, CPA, CGMA, CITP