ChatGPT and Advanced Policy Manual Development for ACCTs
ChatGPT and Advanced Policy Manual Development for ACCTs
CPE Credit:
2
Overview
Description:
This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and expertise.
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 (2.0 CPE)
Instructor
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
Additional Details
Who should attend:
This course is designed for accounting professionals seeking to leverage AI tools to streamline policy manual development while maintaining quality, compliance, and firm-specific customization.
Program Level:
Overview
Program Content:
The major topics that will be covered in this course include:
- Fundamentals of accounting policy manuals in traditional and AI contexts
- The PRIME Method framework for AI-assisted policy development
- Strategic implementation of AI tools including ChatGPT, Claude, and Copilot
- Internal control and risk management policy creation
- AI and generative AI usage policies for accounting firms
- Sustainability and ESG reporting policy frameworks
- Predictive analytics and forecasting policy development
- Regulatory compliance considerations in AI-generated policies
Learning Objectives:
After attending this presentation, you will be able to…
- Apply the PRIME Method to develop comprehensive accounting policy manuals
- Evaluate various AI tools to determine optimal solutions for policy development
- Create tailored policy manuals for specific accounting contexts
- Analyze how AI can enhance traditional policy manual creation workflows
- Develop strategies for maintaining regulatory compliance in AI-generated content
- Design iterative refinement processes for policy manual improvement
- Implement human oversight frameworks for AI-generated policy content
Prerequisites:
Basic understanding of accounting principles and familiarity with general AI concepts is recommended but not required.
Advanced Preparation:
None
Developed By:
Garrett Wasny
Format:
Group-Internet-Based
Course Code:
GWCGAPM2
Our Partners
NASBA Sponsor
ChatGPT and Advanced Policy Manual Development for ACCTs
Course Code:
GWCGAPM2
Program Level:
Overview
Description:
This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and expertise.
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:
- Fundamentals of accounting policy manuals in traditional and AI contexts
- The PRIME Method framework for AI-assisted policy development
- Strategic implementation of AI tools including ChatGPT, Claude, and Copilot
- Internal control and risk management policy creation
- AI and generative AI usage policies for accounting firms
- Sustainability and ESG reporting policy frameworks
- Predictive analytics and forecasting policy development
- Regulatory compliance considerations in AI-generated policies
Learning Objectives:
After attending this presentation, you will be able to…
- Apply the PRIME Method to develop comprehensive accounting policy manuals
- Evaluate various AI tools to determine optimal solutions for policy development
- Create tailored policy manuals for specific accounting contexts
- Analyze how AI can enhance traditional policy manual creation workflows
- Develop strategies for maintaining regulatory compliance in AI-generated content
- Design iterative refinement processes for policy manual improvement
- Implement human oversight frameworks for AI-generated policy content
Who should attend:
This course is designed for accounting professionals seeking to leverage AI tools to streamline policy manual development while maintaining quality, compliance, and firm-specific customization.
Developed By:
Garrett Wasny
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
CPE Credit:
2
Field of Study:
Information Technology (2.0 CPE)
Prerequisites:
Basic understanding of accounting principles and familiarity with general AI concepts is recommended but not 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
- 6/4/2025 @ 10:30 AM
- 7/1/2025 @ 2:00 PM
- 8/15/2025 @ 9:00 AM
- 9/2/2025 @ 11:00 AM
- 10/10/2025 @ 9:30 AM
- 11/4/2025 @ 2:00 PM
- 12/10/2025 @ 9:00 AM
- 1/14/2026 @ 2:00 PM
- 2/6/2026 @ 12:30 PM
- 3/11/2026 @ 1:00 PM
- 4/1/2026 @ 11:30 AM
All times are Eastern Time Zone
