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.
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
