Date/Time
10/9/2025
8:00 AM - 10:00 AM Central
8:00 AM - 10:00 AM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
This course provides a concise overview of using ChatGPT's GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks, and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications.
custom versions of ChatGPT with added skills and knowledge for specific tasks or industries.
This course is designed to guide accountants on how to leverage these enhanced ChatGPT
functionalities to streamline financial workflows, analyze data, and engage in more dynamic,
multi-modal interactions.
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...Design custom GPTs that address specific accounting challenges and workflowsDevelop effective instructions that ensure GPTs follow accounting standards and best practicesAnalyze existing accounting processes to identify opportunities for GPT automationCreate knowledge bases with accounting regulations, tax codes, and firm policiesEvaluate the effectiveness of accounting GPTs through testing and refinementImplement security protocols to protect sensitive financial information in GPTsApply GPT Builder to generate practical accounting tools that increase productivity
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
Fields of Study:
Information Technology
Major Topics:
custom versions of ChatGPT with added skills and knowledge for specific tasks or industries.
This course is designed to guide accountants on how to leverage these enhanced ChatGPT
functionalities to streamline financial workflows, analyze data, and engage in more dynamic,
multi-modal interactions.
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...Design custom GPTs that address specific accounting challenges and workflowsDevelop effective instructions that ensure GPTs follow accounting standards and best practicesAnalyze existing accounting processes to identify opportunities for GPT automationCreate knowledge bases with accounting regulations, tax codes, and firm policiesEvaluate the effectiveness of accounting GPTs through testing and refinementImplement security protocols to protect sensitive financial information in GPTsApply GPT Builder to generate practical accounting tools that increase productivity
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:
- Introduction to GPT Builder platform and interface for accounting professionals
- Creating accounting-specific custom instructions and knowledge bases
- Implementing financial data analysis capabilities through GPTs
- Designing GPTs for tax preparation assistance and compliance checking
- Building client communication tools with accounting terminology
- Enhancing bookkeeping efficiency with automated GPT workflows
- Security and confidentiality considerations for financial data
Location
Webinar
Outlook/vCalendar/Google
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| 10/9/2025 |    |
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