Using Claude as an illustrative platform for “skills,” you will learn how standardized inputs, constraints, and output formats can reduce variability, improve quality, and support professional review. The course emphasizes that while AI tools can generate content at scale, responsibility for structure, validation, and judgment remains with the professional. The course is designed to help you move from ad-hoc AI use toward more disciplined and defensible application within professional practice. 

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

• Explain why repeatability and consistency matter in professional AI use
• Design prompt templates for common accounting and advisory tasks
• Create structured AI templates that support professional review

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

• Designing structured prompt templates for recurring tasks
• Creating reusable AI “skills” to support consistent outputs
• Defining scope, boundaries, and assumptions within templates
• Standardizing output formats for review and documentation
• Managing variability and error risk in AI-assisted workflows

Who Will Benefit
This course is intended to empower CPAs to gain a competitive advantage, regardless of organization size using advanced AI strategies. You will learn how to implement structured, repeatable AI-driven processes that not only meet professional standards but also support improved quality, efficiency, and accountability.

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].