April 1, 2026


Webcast Replay


2 CPE

ChatGPT and Advanced Policy Manual Development for ACCTs

April 1, 2026
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

  • Technology

Prerequisites

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

Advanced Preparation

None

Intended Audience

This course is designed for accounting professionals seeking to leverage AI tools to streamline policy manual development while maintaining quality, compliance, and firm-specific customization.

Provider

CPA Crossings

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