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Courses/Accounting & Tax/Technology for Accountants

AI Adoption Playbook for Accountants

Unlock AI's power for your accounting workflow. Learn practical, ethical adoption to boost productivity and client value.

Created byGarrett Wasnyworkspace_premium
5.0
(28 reviews)
BeginnerUpdated Jun 5, 2025
AI Adoption Playbook for Accountants

What You'll Learn

check_circleIdentify core principles that drive successful AI adoption.
check_circleDifferentiate acceptable versus prohibited AI uses in accounting contexts.
check_circleApply a step-by-step framework to pilot low-risk AI workflows.
check_circleDevelop effective prompts that elicit accurate, verifiable outputs.
check_circleAnalyze AI-generated content for hallucinations and ethical risks.
check_circleIntegrate AI tools to streamline data analysis, reporting, and client communication.

About This Course

This course provides a concise overview of actionable strategies, governance guardrails, and high-impact workflows that enable accounting professionals to integrate generative AI—especially ChatGPT—into daily practice with confidence, creativity, and compliance. 

Practitioners will walk away with a step-by-step adoption roadmap, a library of vetted prompts, and a risk-mitigation checklist ready for immediate use. Ultimately, the playbook empowers forward-looking accountants to elevate their roles from traditional number-crunchers to strategic AI catalysts who unlock new value for clients, colleagues, and the profession at large.

Topics Covered:

  • Rapid-Start Philosophy and Mind-Set
  • Governance, Data Security & No-Go Zones
  • Practical Adoption Framework & “Prompt Parties”
  • AI as a Collaborative Teammate
  • Conversational Prompting Best Practices
  • High-Impact Use Cases in Audit, Tax & Advisory
  • Power Prompt Library & Hallucination Checks

Your Instructor

Garrett Wasny
Garrett Wasny

MA, CMC, CITP/FITP

menu_book141 courses
star13,827 reviews

GARRETT WASNY, MA, CMC, CITP/FITP, is an artificial intelligence (AI) skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His courses focus on the new intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. His sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. He’s also an award-winning Internet speaker, author, app developer, professional development specialist, and former management consultant for Price Waterhouse. He's published 50+ ebooks on computing and ethical issues related to accounting, written hundreds of articles and columns on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations around the globe.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

5.0
Student's Choice
28 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.