Generative AI for CPAs: A Hands-On Workshop for Practical, Ethical Integration
Note: This Live Virtual course is presented in collaboration with CPA Western Provinces. The content is applicable to all participants. If you have questions regarding this course, please contact pdregistration@cpaalberta.ca
Overview:
Generative AI is transforming the accounting profession and CPAs need to be ready. This engaging, hands-on course will equip you with the skills to confidently apply GenAI tools like ChatGPT, Microsoft Co-Pilot, and Google Gemini in your daily work. From data analysis to communication, this session empowers you to use AI responsibly while upholding your professional and ethical standards.
Topics Covered:
- Introduction to Generative AI
- AI Platform Walkthroughs (ChatGPT, Gemini, Co-Pilot)
- Prompt Engineering
- Data Analysis with GenAI
- Designing Custom GPTs
- GenAI for Reporting & Communication
- Ethics, Risk, and Governance in AI Use
Course Content:
In this course, you will gain knowledge about the following topics:
- Apply generally accepted prompting techniques to GenAI platforms
- Analyze numerical data using AI tools
- Enhance written communication through AI-assisted drafting
- Design and deploy custom GPTs
- Assess and manage ethical risks and professional responsibilities related to AI use
Learning Objectives:
Upon completing this course, you should be able to:
- Distinguish between AGI, ANI, and core AI branches like machine learning and deep learning
- Define key GenAI concepts including GPTs and prompt engineering
- Develop a decision model for when and how to use GenAI tools
- Design AI prompts tailored to accounting workflows
- Evaluate real-world use cases and debate the role of AI in the profession
- Identify ethical implications and risk mitigation strategies
Who Will Benefit:
This course is ideal for CPAs and accounting professionals who want to future-proof their skills and integrate GenAI tools into their workflows ethically and effectively. No prior AI experience required.