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.