This course for Accountants is a forward-looking video course series designed to help accounting professionals apply artificial intelligence across high-value areas of practice. Containing 10 in-depth courses, the series explores how tools like ChatGPT and Claude can enhance advanced accounting research, financial analysis, and tax law interpretation, while also supporting strategic decision-making and governance.
Participants will learn how to build custom AI chatbots, develop innovative advisory services, and use AI to turn ideas into new revenue streams. The program also addresses critical areas such as money laundering awareness and AI-driven decision governance, ensuring both practical application and compliance readiness. With a blend of technical instruction and real-world use cases, this 2026 update equips accountants to confidently integrate AI into modern workflows and expand their role as strategic advisors.
Lambers, in partnership with Garrett Wasny, MA, CMC, CITP/FIB, is offering the following AI Applications for Accountants Certificate Series which will take you from the basics to confident daily use of Artificial Intelligence Applications.
AI Applications for Accountants 2026 Certificate Series
Course Objectives
ChatGPT and Advanced Accounting Research – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how modern AI tools – especially ChatGPT and complementary research platforms – are transforming the way accountants conduct complex research, interpret regulations, and generate decision-ready insights.
Learning Objectives:
- Identify the advantages of AI-driven research compared to traditional search methods
- Analyze how different AI platforms contribute unique research capabilities
- Apply persona-based prompting to generate expert-level analytical insights
- Design AI-assisted workflows that accelerate accounting and regulatory research
- Evaluate research outputs from multiple AI systems for accuracy and reliability
- Construct automated monitoring systems for regulatory and industry developments
- Integrate document-grounded AI tools to analyze policies, standards, and financial reports
ChatGPT and Advanced Financial Analysis for Accountants – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how generative AI tools – such as ChatGPT and other large language models – can transform traditional financial statement analysis into a dynamic, multi-dimensional decision intelligence system.
Learning Objectives:
- Analyze financial statements using AI-augmented analytical frameworks
- Evaluate earnings quality and identify normalization adjustments
- Assess revenue durability, margin sustainability, and growth drivers
- Interpret liquidity strength and debt service resilience under stress scenarios
- Examine capital allocation decisions and their impact on value creation
- Detect structural fragility, concentration risk, and forecasting bias
- Synthesize financial insights into board-level strategic recommendations
ChatGPT & IRS/CRA Taxation Law Research for Accountants – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how accountants can use modern generative AI tools – such as ChatGPT, Claude, Gemini, Perplexity, and other research platforms – to conduct more structured, defensible, and efficient tax law research across both U.S. IRS and Canadian CRA frameworks.
Learning objectives:
- Explain complex IRS and CRA tax concepts using AI-assisted cognitive compression techniques
- Apply persona-based prompting strategies to enhance tax analysis and professional judgment
- Analyze tax positions using structured frameworks that test legal defensibility and risk exposure
- Evaluate AI-generated research outputs for accuracy, bias, and verification requirements
- Assess regulatory risk using adversarial simulation and risk-tier scoring models
- Develop defensible documentation and audit-ready reasoning trails for tax positions
- Design repeatable AI research workflows that institutionalize professional tax intelligence
Generative AI Strategy for Accountants – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how generative artificial intelligence is reshaping the accounting profession and how firms can build a practical strategy for responsible adoption.
Learning objectives:
- Identify the strategic drivers accelerating AI adoption in accounting firms
- Examine real-world AI implementation case studies across firm sizes and functions
- Analyze operational accounting workflows suitable for AI augmentation or automation
- Evaluate governance frameworks that support responsible AI deployment
- Apply the Trusted Acceleration model to classify and prioritize AI use cases
- Assess key performance indicators that measure the value and risks of AI adoption
- Develop a structured roadmap for integrating generative AI into accounting practice
How to Build a Custom AI Chatbot in Plain English – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how professionals can design and deploy custom AI chatbots using modern large language models and conversational AI platforms.
Learning Objectives:
- Explain how modern AI chatbots function and how they differ from traditional scripted bots
- Analyze how document-grounded AI systems improve accuracy and reduce hallucinations
- Design persona-based prompts to simulate specialized professional expertise
- Construct contextual AI knowledge hubs for ongoing projects and research
- Apply AI tools to accelerate research, document analysis, and strategic thinking
- Assess governance considerations and implement verification protocols when using AI
Leveraging AI for Innovative Business Advisory Services – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how artificial intelligence is transforming the accounting profession and creating powerful new opportunities for innovative business advisory services..
Learning Objectives:
- Analyze how artificial intelligence is reshaping the accounting profession and advisory services
- Explain the PRISM-15 framework and its role in developing new advisory offerings
- Evaluate opportunities to use AI for strategic intelligence and decision support
- Apply AI tools to streamline financial processes and automate workflows
- Assess emerging advisory opportunities related to compliance, risk, and ESG reporting
- Develop strategies for integrating multiple AI platforms into professional workflows
- Design responsible AI governance practices that align with professional standards
Money Laundering Awareness for Accountants – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of the legal, ethical, and professional responsibilities accountants face in detecting and preventing money laundering in modern financial systems
Learning Objectives:
- Define the core concepts and stages of money laundering within financial systems
- Explain the major AML regulatory frameworks governing accountants in the U.S. and Canada
- Identify common financial statement and transactional red flags indicating potential laundering activity
- Analyze client onboarding practices to strengthen KYC and beneficial ownership verification
- Evaluate reporting obligations related to suspicious transactions and large cash activities
- Apply a risk-based approach to AML compliance within accounting engagements
- Assess emerging AML risks and technological developments shaping financial crime prevention
Using AI to Instantly Transform Ideas into Revenue Streams – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI applications, provides a concise overview of how artificial intelligence can be used to rapidly convert professional ideas into market-ready services and revenue-generating offerings.
Learning Objectives:
- Identify opportunities to convert professional expertise into AI-enabled service offerings
- Explain the structure and purpose of the seven-step revenue pipeline
- Analyze market demand signals using AI research tools
- Evaluate potential client prospects using AI-generated intelligence
- Develop tailored proposals and engagement approaches using AI
- Design AI-generated marketing assets such as landing pages
- Apply governance and verification practices when using AI outputs
Claude Cowork in Practice: Advanced Workflows for Accountants
Course Description:
This course provides a concise overview of advanced, real-world applications of Claude Cowork, focusing on how accountants can operationalize agentic AI within complex financial workflows.
Learning Objectives:
- Analyze advanced agentic AI workflows in accounting
- Evaluate the impact of domain-specific AI plugins
- Design and implement complex AI-driven processes
- Apply the Sparring Partner Protocol to validate outputs
- Assess risks and governance considerations in AI use
- Synthesize multi-source financial data into insights
- Develop strategic advisory outputs from AI analysis
AI Decision Governance System (AI-DGS): Keeping Judgment Human in an AI-Driven World
Course Description:
This course provides a concise overview of the AI Decision Governance System (AI-DGS), a pre-flight decision framework that helps accountants stress-test AI-influenced work before it is signed, sent, released, or relied upon.
Learning Objectives:
- Explain why AI-driven language increases reliance risk at machine speed
- Differentiate caloric work from structural judgment in AI workflows
- Apply the six-layer AI-DGS lens to an accounting artifact
- Identify implied claims and AI-washing exposure in professional language
- Evaluate judgment ownership gaps and escalation thresholds in workflows
- Construct a human-authored Judgment Record that is defensible under scrutiny
- Design a repeatable pre-flight governance checklist for AI-assisted deliverables
