Date/Time
9/2/2025
10:00 AM - 12:00 PM Central
10:00 AM - 12:00 PM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and expertise.
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...Apply the PRIME Method to develop comprehensive accounting policy manualsEvaluate various AI tools to determine optimal solutions for policy developmentCreate tailored policy manuals for specific accounting contextsAnalyze how AI can enhance traditional policy manual creation workflowsDevelop strategies for maintaining regulatory compliance in AI-generated contentDesign iterative refinement processes for policy manual improvementImplement human oversight frameworks for AI-generated policy content
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
Fields of Study:
Information Technology
Major Topics:
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...Apply the PRIME Method to develop comprehensive accounting policy manualsEvaluate various AI tools to determine optimal solutions for policy developmentCreate tailored policy manuals for specific accounting contextsAnalyze how AI can enhance traditional policy manual creation workflowsDevelop strategies for maintaining regulatory compliance in AI-generated contentDesign iterative refinement processes for policy manual improvementImplement human oversight frameworks for AI-generated policy content
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
Fields of Study:
Information Technology
Major Topics:
The major topics that will be covered in this course include:
- Fundamentals of accounting policy manuals in traditional and AI contexts
- The PRIME Method framework for AI-assisted policy development
- Strategic implementation of AI tools including ChatGPT, Claude, and Copilot
- Internal control and risk management policy creation
- AI and generative AI usage policies for accounting firms
- Sustainability and ESG reporting policy frameworks
- Predictive analytics and forecasting policy development
- Regulatory compliance considerations in AI-generated policies
Location
Webinar
Outlook/vCalendar/Google
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| 9/2/2025 |    |
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