AI for Accountants Strategy and Research Specialist

Course Objectives

AI FAQs for Accountants

Topics Covered:

• Is AI safe to use in accounting?
• Understanding and preventing AI hallucinations
• Clarifying the piracy and privacy myths around GenAI
• Choosing the best and safest AI platforms for accountants
• How leading firms introduce AI through “prompt parties”
• Deep research tools and multi-model (“chains of brains”) strategies
• AI fatigue, disclosure practices, and how to never be replaced by AI

Learning Objectives:

• Describe how AI can be safely integrated into accounting workflows
• Distinguish between AI myths and current realities using evidence-based reasoning
• Evaluate AI platforms and tools based on security, utility, and fit
• Construct prompts and use GenAI effectively in daily accounting work
• Demonstrate how to run a prompt party to foster AI experimentation within teams
• Apply ethical and professional standards when using GenAI with client data
• Formulate strategies to remain indispensable by focusing on human insight and empathy

AI Lessons Learned for Accountants

Topics Covered:

• Prompting with presence and emotional intelligence
• AI as synthetic teammate vs. passive tool
• Voice and vision workflows for AI collaboration
• The capability overhang: untapped AI potential in accounting
• AI-generated financial songs and podcasts
• The rise of “Vibe Accounting” and hyperautomation
• Strategic, ethical, and cultural considerations in AI adoption

Learning Objectives:

• Recognize the shift from AI as a tool to AI as a teammate
• Demonstrate how intentional prompting influences AI output
• Evaluate the role of synthetic colleagues in finance workflows
• Apply multimodal AI strategies (voice, vision, text) to accounting tasks
• Analyze the risks and opportunities of the AI capability overhang
• Create innovative content using AI-generated financial narratives
• Reflect on the ethical and emotional implications of AI-human collaboration

AI Prompt Engineering Master Class for Accountants

Topics Covered:

• Fundamentals of AI prompt engineering in accounting
• Dynamic roles: shifting between creative director, troubleshooter, and domain expert
• Granular task decomposition for precision and efficiency
• Voice engagement and multimodal AI collaboration
• Advanced prompt modifiers: tone, length, audience, and style
• Tools for minimizing hallucinations and blind spots
• Contrarian prompts, self-critique, and insight ranking techniques

Learning Objectives:

• Define AI prompt engineering and its relevance to accounting tasks
• Apply role-based prompting to enhance AI collaboration
• Deconstruct complex accounting problems into structured prompts
• Customize AI responses using tone, length, and audience parameters
• Evaluate AI outputs for logic, accuracy, and ethical integrity
• Formulate prompts that surface contrarian insights and minimize bias
• Create advanced prompts to support audit, tax, and advisory functions

Generative AI Strategy for Accountants

Topics covered:

• Overview of generative AI and its core mechanisms
• Key distinctions between generative and legacy AI
• Case study: PwC’s multimodal use of generative AI
• AI applications in audit, tax, training, and compliance
• Emerging tools: ChatGPT, Leah, Harvey, Gemini, Sora
• AI for ESG reporting, marketing, and risk assessment
• Strategies for embedding AI into everyday workflows

Learning objectives:

• Define generative AI and contrast it with legacy AI systems
• Identify key applications of AI in accounting practices
• Analyze real-world use cases, including PwC’s AI strategy
• Evaluate tools that support AI-enhanced decision-making
• Apply AI prompts for forecasting, reporting, and onboarding
• Integrate AI into compliance and document workflows
• Reflect on ethical, strategic, and professional implications of AI adoption

ChatGPT and Advanced Accounting Research

Topics covered:

• Key differences between Google and AI in accounting research
• Setting up AI personas and prompt priming for accuracy and depth
• Using ChatGPT Tasks to automate accounting research workflows
• Exploring AI ecosystems tailored to accounting roles and firms
• Leveraging deep research platforms for tax and compliance updates
• Multimodal tools like NotebookLM for auditory financial storytelling
• Navigating ethical considerations and avoiding AI misinformation

Learning objectives:

• Differentiate between manual and AI-enhanced accounting research
• Create AI personas to generate targeted, role-specific insights
• Apply prompt priming to refine accounting research questions
• Integrate AI ecosystems into financial analysis workflows
• Evaluate AI outputs for accuracy, bias, and source credibility
• Automate research using ChatGPT’s scheduled task functionality
• Analyze ethical implications of using AI in compliance and reporting