Claude Cowork for Accountants

SKU: 06-578-01-CPE
Credit Hours: 2
Category: Information Technology
Program Level: Intermediate
Prerequisites: Basic familiarity with accounting workflows and general awareness of AI tools such as ChatGPT is recommended.
Delivery Method: Online Video
Instructor: Garrett Wasny, MA, CMC, CITP/FIBP

Course Description:
This course provides a concise overview of how Claude Cowork transforms artificial intelligence from a passive conversational tool into an active, execution-driven digital coworker for accountants.

This course will cover the following Learning Objectives:

Analyze differences between conversational AI and agentic AI
Evaluate Claude Cowork for accounting workflows
Design structured AI-driven task environments
Implement instruction-based automation systems
Synthesize data into professional outputs
Assess risks in AI-powered execution
Develop scalable AI workflows for firms