October 13, 2025


Webinar


2 CPE

Advanced ChatGPT for Accountants

October 13, 2025
Webinar
2 CPE

Advanced ChatGPT for Accountants

  • Instructor

    Garrett
    Wasny

Learning Objectives

After attending this presentation, you will be able to...

  • Design custom GPTs that address specific accounting challenges and workflows
  • Develop effective instructions that ensure GPTs follow accounting standards and best practices
  • Analyze existing accounting processes to identify opportunities for GPT automation
  • Create knowledge bases with accounting regulations, tax codes, and firm policies
  • Evaluate the effectiveness of accounting GPTs through testing and refinement
  • Implement security protocols to protect sensitive financial information in GPTs
  • Apply GPT Builder to generate practical accounting tools that increase productivity

Major Topics

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

  • Introduction to GPT Builder platform and interface for accounting professionals
  • Creating accounting-specific custom instructions and knowledge bases
  • Implementing financial data analysis capabilities through GPTs
  • Designing GPTs for tax preparation assistance and compliance checking
  • Building client communication tools with accounting terminology
  • Enhancing bookkeeping efficiency with automated GPT workflows
  • Security and confidentiality considerations for financial data

CPE Credits Available

2 CPE
2
Information Technology

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Technology

Advanced Preparation

None

Intended Audience

This course is designed for accountants, financial analysts, and other finance professionals looking to leverage AI technology for enhanced financial decision-making, process optimization, and innovative problem-solving.

Provider

CPA Crossings, LLC

Register For This Event

  • ASCPA Member

    $ 89 89
    Join
  • ASCPA Non-Member

    $ 139 139
    Your Price

Please login to register.