November 10, 2025


Webinar


2 CPE

ChatGPT and Advanced Financial Analysis for Accountants

November 10, 2025
Webinar
2 CPE

ChatGPT and Advanced Financial Analysis 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 ChatGPT and its Applications in Accounting.
  • Custom Instructions (CI) for Persistent Context in Financial Conversations.
  • Analyzing Financial Statements and News Releases using ChatGPT.
  • Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.
  • Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.
  • Image Analysis for Asset, Space, and User Interface Design.
  • Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility.

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

Accountants and financial analysts seeking to deepen their expertise in financial analysis through the integration of AI and ChatGPT tools will greatly benefit from this course.

Provider

CPA Crossings, LLC

Register For This Event

  • ASCPA Member

    $ 89 89
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  • ASCPA Non-Member

    $ 139 139
    Your Price

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