ChatGPT and Advanced Accounting Research
ChatGPT and Advanced Accounting Research
CPE Credit:
2
Overview
Description:
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment.
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 accountants, tax professionals, financial analysts, and auditors who want to gain a competitive edge by mastering AI-powered research methodologies, enhancing their advisory capabilities, and streamlining complex financial analysis and compliance tasks.
Program Level:
Overview
Program Content:
The major topics that will be covered in this course include:
- The accounting research transformation: Comparing Google vs. AI methodologies
- AI ecosystems and specialized models for accounting applications
- Advanced prompt engineering techniques for financial and tax research
- AI-powered search engines and deep research platforms for accounting professionals
- AI as an ideation and thinking partner for complex accounting problems
- Specialized accounting research tools and AI superstores
- Persona priming and P&P stacking methodologies for optimal AI interactions
- Ethical considerations and limitations of AI in accounting research
- The compliance chess effect: AI’s impact on tax planning and regulatory response
- AI-driven automation for regulatory updates and compliance monitoring
Learning Objectives:
After attending this presentation, you will be able to…
- Evaluate the differences between traditional search engine research and AI-driven accounting research
- Apply effective prompt engineering techniques to optimize AI interactions for accounting queries
- Analyze the capabilities and limitations of various AI platforms for specific accounting tasks
- Create specialized AI personas to enhance the quality and relevance of financial research insights
- Implement AI tools to automate routine research tasks and regulatory monitoring
- Assess the ethical implications and limitations of AI-generated accounting insights
- Develop strategies to verify and validate AI-produced financial information
- Integrate AI research tools into professional accounting workflows
- Demonstrate how AI can enhance, rather than replace, professional accounting judgment
- Evaluate emerging trends in AI-driven tax compliance and regulatory responses
Prerequisites:
Basic familiarity with accounting principles and financial research processes is recommended, though no prior experience with AI or programming is required.
Advanced Preparation:
None
Developed By:
Garrett Wasny
Format:
Group-Internet-Based
Course Code:
GWCGAAR2
Our Partners
NASBA Sponsor
ChatGPT and Advanced Accounting Research
Course Code:
GWCGAAR2
Program Level:
Overview
Description:
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment.
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:
- The accounting research transformation: Comparing Google vs. AI methodologies
- AI ecosystems and specialized models for accounting applications
- Advanced prompt engineering techniques for financial and tax research
- AI-powered search engines and deep research platforms for accounting professionals
- AI as an ideation and thinking partner for complex accounting problems
- Specialized accounting research tools and AI superstores
- Persona priming and P&P stacking methodologies for optimal AI interactions
- Ethical considerations and limitations of AI in accounting research
- The compliance chess effect: AI’s impact on tax planning and regulatory response
- AI-driven automation for regulatory updates and compliance monitoring
Learning Objectives:
After attending this presentation, you will be able to…
- Evaluate the differences between traditional search engine research and AI-driven accounting research
- Apply effective prompt engineering techniques to optimize AI interactions for accounting queries
- Analyze the capabilities and limitations of various AI platforms for specific accounting tasks
- Create specialized AI personas to enhance the quality and relevance of financial research insights
- Implement AI tools to automate routine research tasks and regulatory monitoring
- Assess the ethical implications and limitations of AI-generated accounting insights
- Develop strategies to verify and validate AI-produced financial information
- Integrate AI research tools into professional accounting workflows
- Demonstrate how AI can enhance, rather than replace, professional accounting judgment
- Evaluate emerging trends in AI-driven tax compliance and regulatory responses
Who should attend:
This course is designed for accountants, tax professionals, financial analysts, and auditors who want to gain a competitive edge by mastering AI-powered research methodologies, enhancing their advisory capabilities, and streamlining complex financial analysis and compliance tasks.
Developed By:
Garrett Wasny
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
CPE Credit:
2
Field of Study:
Information Technology (2 CPE)
Prerequisites:
Basic familiarity with accounting principles and financial research processes is recommended, though no prior experience with AI or programming is required.
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
- 5/16/2025 @ 11:00 AM
- 6/10/2025 @ 9:00 AM
- 6/25/2025 @ 9:00 AM
- 7/1/2025 @ 9:30 AM
- 7/16/2025 @ 3:00 PM
- 8/8/2025 @ 2:30 PM
- 8/20/2025 @ 3:30 PM
- 9/4/2025 @ 3:00 PM
- 9/17/2025 @ 4:00 PM
- 10/2/2025 @ 9:00 AM
- 10/22/2025 @ 9:00 AM
- 11/11/2025 @ 9:00 AM
- 11/26/2025 @ 9:00 AM
- 12/4/2025 @ 3:30 PM
- 12/17/2025 @ 3:30 PM
- 1/8/2026 @ 9:30 AM
- 1/21/2026 @ 11:30 AM
- 2/11/2026 @ 10:00 AM
- 2/24/2026 @ 3:00 PM
- 3/4/2026 @ 1:30 PM
- 3/23/2026 @ 10:30 AM
- 4/8/2026 @ 9:30 AM
- 4/20/2026 @ 10:00 AM
All times are Eastern Time Zone
