Course Overview:
Generative AI is transforming the accounting profession—and CPAs need to be ready. This engaging, hands-on workshop will equip you with the skills to confidently apply GenAI tools like ChatGPT, Microsoft Co-Pilot, and Google Gemini in your daily work. From data analysis to communication, this session empowers you to use AI responsibly while upholding your professional and ethical standards.
What You’ll Learn:
Through real-world scenarios and guided practice, you’ll learn how to:
- Apply generally accepted prompting techniques to GenAI platforms
- Analyze numerical data using AI tools
- Enhance written communication through AI-assisted drafting
- Design and deploy custom GPTs
- Assess and manage ethical risks and professional responsibilities related to AI use.
Learning Outcomes:
By the end of the workshop, participants will be able to:
- Distinguish between AGI, ANI, and core AI branches like machine learning and deep learning
- Define key GenAI concepts including GPTs and prompt engineering
- Develop a decision model for when and how to use GenAI tools
- Design AI prompts tailored to accounting workflows
- Evaluate real-world use cases and debate the role of AI in the profession
- Identify ethical implications and risk mitigation strategies
Who Should Attend:
This workshop is ideal for CPAs and accounting professionals who want to future-proof their skills and integrate GenAI tools into their workflows—ethically and effectively. No prior AI experience required.
Topics Covered:
- Introduction to Generative AI
- AI Platform Walkthroughs (ChatGPT, Gemini, Co-Pilot)
- Prompt Engineering
- Data Analysis with GenAI
- Designing Custom GPTs
- GenAI for Reporting & Communication
- Ethics, Risk, and Governance in AI Use
Why This Course is Unique:
Unlike other GenAI seminars, this Sheriff Consulting workshop emphasizes active participation, ethics-first decision-making, and practical CPA-relevant applications. You won’t just learn about AI—you’ll use it.