AI in Action Series - Hands-On with AI: Prompting Essentials for CPAs

Overview:

This course introduces CPAs to the practical use of artificial intelligence through effective prompting, with a focus on maintaining professional judgment. As AI tools become more common in professional workflows, understanding how prompt quality influences output reliability is essential to responsible use.

Using applied examples drawn from accounting and advisory contexts, this course demonstrates how AI can assist with tasks such as contract review, financial forecasting, and anomaly detection. Emphasis is placed on defining appropriate use cases, establishing professional guardrails, and reinforcing that AI outputs require human review and professional sign‑off.

The course is designed to provide you with a structured, practical foundation for using AI appropriately within existing professional standards.

Note: This live webinar is part of the AI in Action Series. The registration page you are on is specifically for this individual, standalone session. 

Course Content: 

In this course, you will gain knowledge about the following topics:

• Structuring prompts to produce clear and reviewable outputs
• Using AI to summarize contracts and extract key financial terms
• Applying AI to forecasting and scenario analysis
• Identifying anomalous transactions in general ledger data
• Professional review and accountability when using AI outputs 

Learning Objectives:

Upon completing this course, you should be able to:

• Explain how prompt design affects the quality and reliability of AI outputs
• Apply structured prompting techniques to common accounting workflows
• Identify appropriate and inappropriate uses of AI in professional practice

Who Will Benefit: 

This course is intended for CPAs and other accounting professionals who are interested in developing practical skills for using AI responsibly while maintaining professional standards and judgment.