Claude Fundamentals for Accountants
SKU: 06-593-01-CPE
Credit Hours: 3
Category: Information Technology
Program Level: Basic
Prerequisites: No prior experience with Claude is required; however, a basic understanding of accounting processes, Microsoft Office applications, and professional business communication will be beneficial.
Delivery Method: Online Video
Instructor: Garrett Wasny, MA, CMC, CITP/FIBP
Course Description:
This course provides a concise overview of Claude and its growing role as an AI-powered productivity, analysis, and workflow platform for accounting professionals.
This course will cover the following Learning Objectives:
- Explain how Claude generates responses and supports accounting workflows.
- Identify accounting tasks that are well-suited for AI augmentation.
- Apply effective prompting techniques to improve AI-generated outputs.
- Analyze contracts, financial documents, and datasets using Claude.
- Evaluate the appropriate use of Projects, Artifacts, Connectors, and Office integrations.
- Assess risks related to hallucinations, confidentiality, and data governance.
- Develop AI-assisted workflows that enhance productivity while maintaining professional judgment.