As AI tools become more common in professional workflows, understanding how prompt quality influences output reliability is essential to responsible use. 

Using applied examples drawn from accounting and advisory contexts, this course demonstrates how AI can assist with tasks such as contract review, financial forecasting, and anomaly detection. Emphasis is placed on defining appropriate use cases, establishing professional guardrails, and reinforcing that AI outputs require human review and professional sign-off. 

Learning Objectives
Upon completing this course, you should be able to:

• Explain how prompt design affects the quality and reliability of AI outputs
• Apply structured prompting techniques to common accounting workflows
• Identify appropriate and inappropriate uses of AI in professional practice

Course Content
In this course, you will gain knowledge about the following topics:

• Structuring prompts to produce clear and reviewable outputs
• Using AI to summarize contracts and extract key financial terms
• Applying AI to forecasting and scenario analysis
• Identifying anomalous transactions in general ledger data
• Professional review and accountability when using AI outputs 

Who Will Benefit
This course is intended for CPAs and other accounting professionals who are interested in developing practical skills for using AI responsibly while maintaining professional standards and judgment.

Instructor: Brennen Schmidt

What to Expect

• Upon registration in this seminar, you will receive two emails: (1) confirmation of your order and (2) instructions on how to access the seminar through the Learning Hub. These emails can also be viewed in the Communication tab located on the Account page in the member portal. 
• Seminar materials can be found in the Learning Hub at least two business days prior to the seminar, if applicable to your seminar. 
• This is a Live Virtual seminar, and it is an interactive learning environment that may require webcam and microphone capabilities.  
• This seminar will not be recorded. 
• A certificate of completion will be provided in the Learning Hub after attendance validation has been completed.

By registering for this seminar, you acknowledge that you have read and agreed to the professional development Terms & Conditions.  

If you have any questions about this seminar, email [email protected].