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Courses/Information Technology/Artificial Intelligence

Generative AI Strategy for Accountants

Master generative AI tools to boost your accounting practice. Learn to automate tasks, enhance client services, and gain a competitive edge.

Created byGarrett Wasnyworkspace_premium
4.9
(370 reviews)
BeginnerUpdated Apr 27, 2025
Generative AI Strategy for Accountants

What You'll Learn

check_circleDefine generative AI and contrast it with legacy AI systems.
check_circleIdentify key applications of AI in accounting practices.
check_circleAnalyze real-world use cases, including PwC’s AI strategy.
check_circleEvaluate tools that support AI-enhanced decision-making.
check_circleApply AI prompts for forecasting, reporting, and onboarding.
check_circleIntegrate AI into compliance and document workflows.

About This Course

This course provides a concise overview of how accountants can strategically adopt and integrate generative AI technologies to enhance their practice. With AI evolving from buzzword to business backbone, the course draws from real-world applications to illuminate how AI augments client service, streamlines workflows, and supports compliance. Participants will explore how generative AI tools like ChatGPT, Eleven Labs, Harvey, and image/video generators can be embedded in accounting routines across text, voice, image, and data modalities.

The session also addresses current adoption gaps, emphasizes AI literacy, and provides a starter playbook to help CPAs future-proof their roles and reimagine their value in an AI-first economy.

Topics Covered:

  • Overview of generative AI and its core mechanisms
  • Key distinctions between generative and legacy AI
  • Case study: PwC’s multimodal use of generative AI
  • AI applications in audit, tax, training, and compliance
  • Emerging tools: ChatGPT, Leah, Harvey, Gemini, Sora
  • AI for ESG reporting, marketing, and risk assessment
  • Strategies for embedding AI into everyday workflows

 

Target Audience: 

This course is ideal for accountants, consultants, and financial professionals seeking to strategically adopt generative AI tools to improve efficiency, insight, and innovation.

Your Instructor

Garrett Wasny
Garrett Wasny

MA, CMC, CITP/FITP

menu_book141 courses
star13,830 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

4.9
Student's Choice
370 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.