COURSE DESCRIPTION:
Participants will explore how ChatGPT functions as a professional reasoning engine capable of analyzing documents, generating insights, automating workflows, and supporting complex research tasks. 
The course demonstrates practical applications across accounting workflows, including data analysis, financial reporting, compliance research, and client advisory. It also addresses the evolving role of accountants in an AI-driven environment, emphasizing professional judgment, governance, and responsible AI use. Through real-world examples and demonstrations, participants will learn how to integrate ChatGPT with tools such as Excel, automate research and reporting, and develop custom AI assistants tailored to accounting tasks. By the end of the session, accountants will gain the confidence and strategic mindset needed to collaborate effectively with AI and deliver higher-value services to clients and organizations.

TOPICS COVERED:

• Understanding ChatGPT and generative AI capabilities

• AI mindset and the evolving competency standard for accountants

• Security considerations and responsible AI usage in accounting firms

• Using ChatGPT with Excel for data analysis and financial insights

• Deep research and automated reporting workflows

• Building custom GPT assistants for accounting tasks

• Emerging AI tools such as voice, vision, and agent capabilities

LEARNING OBJECTIVE:

• Identify the core capabilities of ChatGPT and generative AI tools

• Explain how AI is transforming accounting workflows and advisory services

• Evaluate AI security, governance, and risk considerations in professional environments

• Apply ChatGPT to analyze financial data and support Excel workflows

• Demonstrate how AI can assist with research, reporting, and documentation tasks

• Design customized AI assistants to support accounting processes

• Assess the opportunities and limitations of AI in professional decision-making

APPLICABLE FOR:
This course is designed for accountants, CPAs, finance professionals, and advisors seeking to develop advanced AI skills to improve productivity, research, and client advisory services. 

PREREQUISITE KNOWLEDGE:
Participants should have a basic familiarity with ChatGPT or other generative AI tools and a general understanding of accounting workflows.

Presented by PD Partner - 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.
• 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.