Date/Time
2/27/2027
10:30 AM - 12:30 PM Central
10:30 AM - 12:30 PM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event Description
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.
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 teams
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...
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 teams
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:
- NotebookLM fundamentals: notebooks, sources, prompts, and outputs
- Turning financial PDFs into searchable, conversational knowledge bases
- Audit and assurance use cases: workpaper synthesis and issue tracking
- Tax and regulatory research: comparing guidance across sources
- Cross-referencing: tracing claims back to documents for defensibility
- Drafting deliverables: memos, client notes, and executive summaries
- Risk controls: confidentiality, data handling, and “trust-but-verify” habits
Location
Webinar
Outlook/vCalendar/Google
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| 2/27/2027 |    |
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