Course Description:
Participants will learn how to transform AI from a simple question-answer tool into a powerful thinking partner that accelerates research, analysis, and professional judgment. The course emphasizes a modern approach to prompt engineering known as Iteration Engineering, where AI outputs are treated as drafts that are refined through structured dialogue and professional scrutiny. Participants will explore the strategic mindset required to collaborate effectively with AI, learn how to structure prompts for deeper insight, and understand how to manage AI outputs with appropriate skepticism and governance. The program also highlights critical security considerations for accounting firms, including data protection practices and enterprise-grade AI usage policies. Through practical frameworks such as persona research, deep research techniques, sparring-partner interrogation, and conversational energy controls, accountants will gain the skills needed to extract higher-quality insights from AI systems while maintaining

Topics Covered:
• The evolution from prompt engineering to iteration engineering
• AI as a “synthetic teammate” in professional accounting workflows
• The four pillars of AI data security for accounting firms
• Overview of frontier AI models and tools for accountants
• Core prompt architecture: use cases, persona research, and deep research
• The Sparring Partner Protocol for interrogating AI outputs
• Conversational energy control and advanced prompting techniques

Learning Objectives:
• Define the concept of iteration engineering and its role in professional AI use
• Explain how AI can function as a collaborative analytical partner for accountants
• Identify security and governance principles required for responsible AI adoption
• Analyze AI outputs using structured questioning and professional skepticism
• Apply persona-driven prompts to generate expert-level AI insights
• Evaluate AI-generated information for risk, bias, and regulatory implications
• Design structured prompts and workflows to improve research and decision-making

Who Will Benefit/Target Audience:
This course will benefit CPAs, accountants, financial analysts, auditors, and consultants who want to leverage generative AI tools more strategically to improve research, analysis, and advisory work.

Prerequisite Knowledge:
Participants should have a basic familiarity with generative AI tools such as ChatGPT, Copilot, or similar platforms, though no prior prompt engineering experience is required.

Presenter: Garrett Wasny

What To Expect

• You will receive an email from CPA Saskatchewan following your registration to confirm your order and information on how to access the course through PD Connect.
• Once sent, these emails can also be found in the Communication tab of your CPA Saskatchewan Member Portal.
• Watch a qualified CPA instructor and receive a copy of the same course material that is provided to attendees of the in-person session.
• This course is designed for participants to view while following along with the course material provided.
• This self-study course allows you to save your progress and continue later. A certificate of completion will be provided upon successful completion of the course and quiz.
• Access to all on-demand learning courses will be for 180 days from the date of purchase.