Claude Fundamentals for Accountants (2026 Update)
Claude Fundamentals for Accountants (2026 Update)
CPE Credit:
2
Overview
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. Participants will learn how Claude differs from traditional search engines, spreadsheets, and chatbots, and how it can be used to accelerate drafting, research, document review, data analysis, and client communications while maintaining professional skepticism and accountability. The course explores practical prompting techniques, document and spreadsheet analysis, projects, artifacts, connectors, Microsoft 365 integrations, automation capabilities, and emerging AI workflows. Special emphasis is placed on confidentiality, privacy, ethics, verification, and professional judgment. By the end of the course, participants will understand how to integrate Claude into their daily accounting workflows to improve efficiency, strengthen decision-making, and support higher-value advisory services. The course is based on the Claude platform ecosystem, including Chat, Projects, Artifacts, Connectors, Microsoft Office integrations, Voice Mode, Design, Code, and Cowork capabilities.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Information Technology (2 CPE)
Instructor
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
Additional Details
Who should attend:
This course is designed for CPAs, accountants, auditors, finance professionals, controllers, consultants, and business advisors who want to understand and leverage Claude to improve productivity, analysis, communication, and decision-making.
Program Level:
Overview
Program Content:
The major topics that will be covered in this course include:
- Understanding Claude and Large Language Models
- Prompt Engineering Fundamentals for Accountants
- Working with Documents, Contracts, and Spreadsheets
- Projects, Artifacts, and Reusable AI Workspaces
- Claude Connectors and Business System Integration
- Microsoft 365 Add-ins and Workflow Automation
- Professional Skepticism, Ethics, Privacy, and Verification
Learning Objectives:
After attending this presentation, you will be able to…
- 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.
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.
Advanced Preparation:
None
Developed By:
Garrett Wasny
Format:
Group-Internet-Based
Course Code:
GWCLFFA2
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Claude Fundamentals for Accountants (2026 Update)
Course Code:
GWCLFFA2
Program Level:
Overview
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. Participants will learn how Claude differs from traditional search engines, spreadsheets, and chatbots, and how it can be used to accelerate drafting, research, document review, data analysis, and client communications while maintaining professional skepticism and accountability. The course explores practical prompting techniques, document and spreadsheet analysis, projects, artifacts, connectors, Microsoft 365 integrations, automation capabilities, and emerging AI workflows. Special emphasis is placed on confidentiality, privacy, ethics, verification, and professional judgment. By the end of the course, participants will understand how to integrate Claude into their daily accounting workflows to improve efficiency, strengthen decision-making, and support higher-value advisory services. The course is based on the Claude platform ecosystem, including Chat, Projects, Artifacts, Connectors, Microsoft Office integrations, Voice Mode, Design, Code, and Cowork capabilities.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:
The major topics that will be covered in this course include:
- Understanding Claude and Large Language Models
- Prompt Engineering Fundamentals for Accountants
- Working with Documents, Contracts, and Spreadsheets
- Projects, Artifacts, and Reusable AI Workspaces
- Claude Connectors and Business System Integration
- Microsoft 365 Add-ins and Workflow Automation
- Professional Skepticism, Ethics, Privacy, and Verification
Learning Objectives:
After attending this presentation, you will be able to…
- 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.
Who should attend:
This course is designed for CPAs, accountants, auditors, finance professionals, controllers, consultants, and business advisors who want to understand and leverage Claude to improve productivity, analysis, communication, and decision-making.
Developed By:
Garrett Wasny
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
CPE Credit:
2
Field of Study:
Information Technology (2 CPE)
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.
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 10/6/2026 @ 11:00 AM
- 10/14/2026 @ 4:00 PM
- 10/23/2026 @ 12:30 PM
- 10/31/2026 @ 9:30 AM
- 11/2/2026 @ 1:00 PM
- 11/10/2026 @ 11:30 AM
- 11/18/2026 @ 4:00 PM
- 11/27/2026 @ 11:30 AM
- 12/3/2026 @ 12:00 PM
- 12/11/2026 @ 9:00 AM
- 12/15/2026 @ 9:30 AM
- 12/21/2026 @ 4:00 PM
- 12/31/2026 @ 1:00 PM
- 1/5/2027 @ 12:00 PM
- 1/12/2027 @ 4:00 PM
- 1/22/2027 @ 11:00 AM
- 1/27/2027 @ 10:00 AM
- 2/5/2027 @ 1:00 PM
- 2/12/2027 @ 9:00 AM
- 2/15/2027 @ 12:00 PM
- 2/27/2027 @ 11:00 AM
- 3/3/2027 @ 12:00 PM
- 3/8/2027 @ 1:30 PM
- 3/19/2027 @ 9:30 AM
- 3/24/2027 @ 9:30 AM
- 4/1/2027 @ 11:00 AM
- 4/6/2027 @ 3:30 PM
- 4/14/2027 @ 1:00 PM
- 4/19/2027 @ 9:30 AM
- 4/29/2027 @ 10:30 AM
All times are Eastern Time Zone