August 15, 2025


Webcast Replay


2 CPE

ChatGPT and Advanced Policy Manual Development for ACCTs

August 15, 2025
Webcast Replay
2 CPE

ChatGPT and Advanced Policy Manual Development for ACCTs

Learning Objectives

After attending this presentation, you will be able to...

  • Apply the PRIME Method to develop comprehensive accounting policy manuals
  • Evaluate various AI tools to determine optimal solutions for policy development
  • Create tailored policy manuals for specific accounting contexts
  • Analyze how AI can enhance traditional policy manual creation workflows
  • Develop strategies for maintaining regulatory compliance in AI-generated content
  • Design iterative refinement processes for policy manual improvement
  • Implement human oversight frameworks for AI-generated policy content

Major Topics

The major topics that will be covered in this course include:

  • Fundamentals of accounting policy manuals in traditional and AI contexts
  • The PRIME Method framework for AI-assisted policy development
  • Strategic implementation of AI tools including ChatGPT, Claude, and Copilot
  • Internal control and risk management policy creation
  • AI and generative AI usage policies for accounting firms
  • Sustainability and ESG reporting policy frameworks
  • Predictive analytics and forecasting policy development
  • Regulatory compliance considerations in AI-generated policies

CPE Credits Available

2 CPE
2
Information Technology

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Future Ready
  • Technology

Prerequisites

Basic understanding of accounting principles and familiarity with general AI concepts is recommended but not required.

Advanced Preparation

None

Provider

CPA Crossings

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