August 28, 2025


Webcast Replay


2 CPE

AI Prompt Engineering Masterclass for Accountants

August 28, 2025
Webcast Replay
2 CPE

AI Prompt Engineering Masterclass for Accountants

Learning Objectives

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

  • Design effective prompts to extract meaningful, context-rich responses from AI in financial contexts.
  • Identify strategies to overcome AI’s "lazy" response defaults and elicit deeper analysis.

  • Apply multi-layered prompting techniques to explore topics from different perspectives and depths.

  • Evaluate the impact of using candid and contrarian prompts for balanced financial insights.

  • Use specialized prompts to uncover ripple and cobra effects in financial scenarios.

  • Develop an "Avoid Stupidity" checklist for avoiding common mistakes in AI-assisted financial tasks.

  • Integrate perspective-based prompts to receive responses tailored to accounting-specific viewpoints.

  • Automate repetitive accounting tasks by prompting AI for optimized workflows.

  • Utilize emotion-driven prompts to improve the quality and engagement of AI responses.

  • Implement practical prompt engineering techniques to enhance accuracy and depth in financial analysis.

Major Topics

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

  • Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.
  • Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.

  • Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.

  • Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.

  • Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.

  • Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.

  • Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.

  • Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.

  • Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.

  • Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.

CPE Credits Available

2 CPE
2
Information Technology

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Future Ready
  • Technology

Prerequisites

None

Advanced Preparation

None

Provider

CPA Crossings

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