Transform static statements into strategic intelligence and move beyond simple ratio analysis.
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how generative AI tools—such as ChatGPT and other large language models—can transform traditional financial statement analysis into a dynamic, multidimensional decision intelligence system. Rather than focusing solely on ratios and historical metrics, participants learn how to apply AI-assisted analytical frameworks that evaluate earnings quality, liquidity resilience, capital efficiency, structural risk, and strategic optionality. The course introduces a five-lens analytical model designed to help accountants move beyond static reporting and toward strategic financial interpretation. Participants will explore how AI-driven prompts and structured analytical workflows can reveal hidden risks, validate management narratives, and support board-level insights. By combining financial expertise with AI-enabled pattern recognition, accountants will learn to uncover deeper signals within financial statements and communicate more powerful strategic insights to stakeholders.
Topics Covered:
The AI-enabled financial intelligence framework for accountants
Earnings normalization and profit quality analysis
Revenue durability and margin sustainability diagnostics
Liquidity visibility, survival analysis, and debt stress testing
Working capital efficiency and cash conversion analysis
Capital efficiency, ROIC decomposition, and economic value creation
Structural fragility detection and strategic optionality analysis
Target Audience:
This course will benefit accountants, financial analysts, CFOs, and advisory professionals who want to leverage AI tools to elevate financial analysis from compliance reporting to strategic business intelligence.
MA, CMC, CITP/FITP
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.
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.
