NotebookLM Use Cases for Accountants

NotebookLM Use Cases for Accountants

CPE Credit:
2

Overview

Description:
This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You’ll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it. 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:
Accountants, auditors, tax professionals, and finance leaders who want faster, evidence-grounded research and better document synthesis without sacrificing professional judgment.
Program Level:
Overview
Program Content:

The major topics that will be covered in this course include:

  • NotebookLM fundamentals: notebooks, sources, prompts, and outputs
  • Turning financial PDFs into searchable, conversational knowledge bases
  • Audit and assurance use cases: workpaper synthesis and issue tracking
  • Tax and regulatory research: comparing guidance across sources
  • Cross-referencing: tracing claims back to documents for defensibility
  • Drafting deliverables: memos, client notes, and executive summaries
  • Risk controls: confidentiality, data handling, and “trust-but-verify” habits
Learning Objectives:

After attending this presentation, you will be able to…

  • Recognize NotebookLM’s core capabilities and accounting-relevant workflows
  • Apply structured sourcing to build reliable client and engagement notebooks
  • Analyze financial and regulatory texts to identify key issues and themes
  • Compare multiple documents to surface inconsistencies and gaps
  • Synthesize evidence into clear memos, summaries, and briefing notes
  • Evaluate output quality using professional skepticism and auditability tests
  • Design repeatable use-case templates for tax, audit, and advisory teams
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Garrett Wasny
Format:
Group-Internet-Based
Course Code:
GWNLMUC2

Registration:

$89.00

Attendee Information

Please select one of the following options to register for this webinar:

Our Partners

NASBA Sponsor

NotebookLM Use Cases for Accountants

Course Code:
GWNLMUC2
Program Level:
Overview
Description:
This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You’ll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it. 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:

  • NotebookLM fundamentals: notebooks, sources, prompts, and outputs
  • Turning financial PDFs into searchable, conversational knowledge bases
  • Audit and assurance use cases: workpaper synthesis and issue tracking
  • Tax and regulatory research: comparing guidance across sources
  • Cross-referencing: tracing claims back to documents for defensibility
  • Drafting deliverables: memos, client notes, and executive summaries
  • Risk controls: confidentiality, data handling, and “trust-but-verify” habits
Learning Objectives:

After attending this presentation, you will be able to…

  • Recognize NotebookLM’s core capabilities and accounting-relevant workflows
  • Apply structured sourcing to build reliable client and engagement notebooks
  • Analyze financial and regulatory texts to identify key issues and themes
  • Compare multiple documents to surface inconsistencies and gaps
  • Synthesize evidence into clear memos, summaries, and briefing notes
  • Evaluate output quality using professional skepticism and auditability tests
  • Design repeatable use-case templates for tax, audit, and advisory teams
Who should attend:
Accountants, auditors, tax professionals, and finance leaders who want faster, evidence-grounded research and better document synthesis without sacrificing professional judgment.
Developed By:
Garrett Wasny
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
CPE Credit:
2
Field of Study:
Information Technology (2 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based

Registration:

$89.00

Attendee Information

Please select one of the following options to register for this webinar:

OR

Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register

Price

Single Registration
$89.00

Upcoming Dates

  • 5/5/2026 @ 4:00 PM
  • 5/22/2026 @ 1:30 PM
  • 6/3/2026 @ 10:30 AM
  • 6/16/2026 @ 10:30 AM
  • 6/29/2026 @ 10:00 AM
  • 7/15/2026 @ 3:00 PM
  • 7/31/2026 @ 4:00 PM
  • 8/13/2026 @ 3:30 PM
  • 8/26/2026 @ 11:00 AM
  • 9/9/2026 @ 9:00 AM
  • 9/24/2026 @ 4:00 PM
  • 10/8/2026 @ 2:30 PM
  • 10/20/2026 @ 1:30 PM
  • 11/5/2026 @ 9:30 AM
  • 11/19/2026 @ 2:30 PM
  • 12/2/2026 @ 11:30 AM
  • 12/18/2026 @ 10:00 AM
  • 12/31/2026 @ 11:00 AM
  • 1/15/2027 @ 1:30 PM
  • 1/26/2027 @ 11:30 AM
  • 2/8/2027 @ 4:00 PM
  • 2/27/2027 @ 11:30 AM
  • 3/12/2027 @ 12:00 PM

All times are Eastern Time Zone

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