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PRODID://NDCP//507816
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DTSTAMP:20260531T171940
VTIMEZONE:America/Chicago
DTSTART:20260629T140000Z
DTEND:20260629T160000Z
UID:507816
SUMMARY:NotebookLM Use Cases for Accountants
LOCATION:Webinar
DESCRIPTION:NotebookLM Use Cases for Accountants\n\n06/29/26 09:00 AM CST\n - 06/29/26 11:00 AM CST\Description:\nThis course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You'll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it.
 This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Objectives:After attending this presentation, you will be able to...
 Recognize NotebookLM's core capabilities and accounting-relevant workflows
 Apply structured sourcing to build reliable client and engagement notebooks
 Analyze financial and regulatory texts to identify key issues and themes
 Compare multiple documents to surface inconsistencies and gaps
 Synthesize evidence into clear memos, summaries, and briefing notes
 Evaluate output quality using professional skepticism and auditability tests
 Design repeatable use-case templates for tax, audit, and advisory teamsInstructor:Garrett Wasny, MA, CMC, CITP/FIBPFields of Study:Information TechnologyMajor Topics:The major topics that will be covered in this course include:NotebookLM fundamentals: notebooks, sources, prompts, and outputsTurning financial PDFs into searchable, conversational knowledge basesAudit and assurance use cases: workpaper synthesis and issue trackingTax and regulatory research: comparing guidance across sourcesCross-referencing: tracing claims back to documents for defensibilityDrafting deliverables: memos, client notes, and executive summariesRisk controls: confidentiality, data handling, and “trust-but-verify” habits\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:NotebookLM Use Cases for Accountants<br /><br />06/29/26 09:00 AM CST - 06/29/26 11:00 AM CST<br />Description:<br />This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You'll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it.<br />
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This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.<br><br><b>Objectives:</b><br>After attending this presentation, you will be able to...<br />
Recognize NotebookLM's core capabilities and accounting-relevant workflows<br />
Apply structured sourcing to build reliable client and engagement notebooks<br />
Analyze financial and regulatory texts to identify key issues and themes<br />
Compare multiple documents to surface inconsistencies and gaps<br />
Synthesize evidence into clear memos, summaries, and briefing notes<br />
Evaluate output quality using professional skepticism and auditability tests<br />
Design repeatable use-case templates for tax, audit, and advisory teams<br><br><b>Instructor:</b><br>Garrett Wasny, MA, CMC, CITP/FIBP<br><br><b>Fields of Study:</b><br>Information Technology<br><br><b>Major Topics:</b><br><br><span style="display:inline-block;margin-left:1em;"><p>The major topics that will be covered in this course include:<strong data-start="720" data-end="739"></strong></p><ul><li>NotebookLM fundamentals: notebooks, sources, prompts, and outputs</li><li>Turning financial PDFs into searchable, conversational knowledge bases</li><li>Audit and assurance use cases: workpaper synthesis and issue tracking</li><li>Tax and regulatory research: comparing guidance across sources</li><li>Cross-referencing: tracing claims back to documents for defensibility</li><li>Drafting deliverables: memos, client notes, and executive summaries</li><li>Risk controls: confidentiality, data handling, and &ldquo;trust-but-verify&rdquo; habits</li></ul></span><br />Location:<br />Webinar<br /><br />,  
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TRANSP:TRANSPARENT
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