AI Adoption Playbook for Accountants

SKU: 06-513-01-CPE
Credit Hours: 4
Category: Information Technology
Program Level: Basic
Prerequisites: A working knowledge of standard accounting workflows and basic spreadsheet or automation tools is recommended. No prior AI experience is required.
Delivery Method: Online Video
Instructor: Garrett Wasny, MA, CMC, CITP/FIBP

Course Description:
This course provides a concise overview of actionable strategies, governance guardrails, and high-impact workflows that enable accounting professionals to integrate generative AI - especially ChatGPT - into daily practice with confidence, creativity, and compliance.

This course will cover the following Learning Objectives:

Identify core principles that drive successful AI adoption.
Differentiate acceptable versus prohibited AI uses in accounting contexts.
Apply a step-by-step framework to pilot low-risk AI workflows.
Develop effective prompts that elicit accurate, verifiable outputs.
Analyze AI-generated content for hallucinations and ethical risks.
Integrate AI tools to streamline data analysis, reporting, and client communication.
Evaluate feedback loops that sustain firm-wide AI capability growth.