Master the art of building custom AI chatbots using GPT. Learn to create personalized, efficient chatbots for various applications and enhance your productivity.
This course provides a concise overview of how accountants can build and deploy custom AI chatbots to streamline workflows, enhance client service, and future-proof their practice—no coding required. Designed specifically for financial professionals, the session explains chatbot development in plain English and demonstrates how tools like ChatGPT, NotebookLM, and ElevenLabs can be used to create intelligent assistants that automate research, analyze financial statements, respond to client queries, and even speak in your voice. By learning to harness no-code platforms, CPAs can transition from being task-doers to tech-enabled strategists at the forefront of digital transformation.
Topics Covered:
Who Will Benefit/Target Audience: This course is designed for accountants, auditors, and financial professionals who want to simplify AI chatbot creation and deploy intelligent assistants to increase efficiency, insight, and impact.
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.
