Course description:
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 Objectives
- 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
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.
Additional Information
- Program Level: Basic
- Program pre-requisites: There are no prerequisites for this course
- Advance preparation: None
- Delivery method: Group internet-based
- CPE credits: Participants will earn a total of 4.0 CPE credits. 2.0 CPE credits in the field of study of information technology and 2.0 CPE in behavioral ethics
- Refunds and cancellations: Sheriff Consulting will issue refunds for courses cancelled by participants no later than 24 hours before the start time of the program. For more information regarding refund, complaint, and/or program cancellation, please contact our offices: garthonline@sheriffconsulting.com
Sheriff Consulting is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
