From Prompts to Performance: Applying ChatGPT to Real Accounting Tasks (Part 1) (On-Demand)

Course Description

Accountants and finance teams are under increasing pressure to move faster, produce more, and communicate clearly without sacrificing accuracy or compliance. ChatGPT can be a powerful tool to lighten that load, but only when it’s used intentionally. This introductory session shows accountants exactly how to apply ChatGPT in real workflows, from simplifying research and summarizing guidance to drafting emails, templates, and first-pass analyses.

Instead of generic AI theory, participants get practical, accountant-ready examples they can use the same day. You’ll learn what ChatGPT is (and isn’t), how to ask better questions to get reliable results, where AI can safely accelerate your work, and just as important—where human judgment must stay in the loop. Whether you work in tax, audit, controllership, advisory, or corporate finance, this session gives you the foundational skills needed to use ChatGPT responsibly and effectively.

This is Part 1 of a two-part series designed for professionals who want to build real competence with AI, reduce manual workload, and stay competitive as the profession evolves.

Syllabus

1. What ChatGPT is and how accountants can use it
2. Core AI terms every CPA and finance professional should know
3. How to write clear, effective prompts that get better results
4. Foundational use cases for tax, audit, advisory, and controllership
5. Drafting first-pass memos, reports, and emails with ChatGPT
6. Summarizing accounting standards, tax updates, and regulatory guidance
7. Using ChatGPT to brainstorm internal controls, procedures, and narratives
8. Identifying the risks and limitations of AI in accounting workflows
9. When not to use ChatGPT and how to maintain professional judgment