On-Demand


1 CPE Credit

Charting The Future: From Tasks to Capability — Augmented by Gen AI & ChatGPT

On-Demand
1 CPE Credit

Learning Objectives

  • Identify the difference between task-based Gen AI use and workflow-based capability in accounting and finance.
  • Apply ChatGPT tools (Advanced Data Analysis, Deep Research, Canvas, Projects, and Custom GPTs) to create a repeatable workflow that produces an executive-ready deliverable.
  • Determine the governance and validation steps required for reliable Gen AI–augmented outputs.

Major Topics

  • The shift from task prompting to repeatable capability in accounting and finance work
  • Workflow-first thinking: inputs → process → outputs → reuse
  • Tool selection by outcome: when to use Advanced Data Analysis, Deep Research, Canvas, Projects, and Custom GPTs Capability demos:
  • Form 10-K analysis workflow using Advanced Data Analysis (ADA)
  • Excel workflow acceleration using a Custom GPT
  • Standardizing deliverables for executive audiences (structure, clarity, consistency)
  • Governance-by-design: data boundaries, validation checks, traceability/citations, review gates

CPE Credits Available

1 CPE Credit
1
Information Technology

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • A.I./AI/Artificial Intelligence

Prerequisites

Attendees should be comfortable using ChatGPT in their professional workflows. A subscription version of ChatGPT is recommended.

Advanced Preparation

None

Intended Audience

Accounting and finance professionals who want to use Gen AI and ChatGPT to improve analysis and deliverables, reduce rework, standardize outputs, and build repeatable workflows that elevate decision support.

Provider

AICPA

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