ENG26103. Hands-On Generative AI Bootcamp for CPAs: Practical Skills You Can Use Immediately

(This hands-on workshop gives CPAs, CFOs, financial advisors, and tax professionals a practical guide to implementing the power of generative AI into your daily work using popular tools such as ChatGPT, Google Gemini and Microsoft Copilot. The session is built for beginners who want a safe, structured starting point, as well as professionals with some AI experience who want to sharpen their skills. You will work directly in these tools on your laptop, learning how to draft better prompts, analyze financial data, create client-ready materials, and streamline common accounting and tax workflows.

Attendees will complete guided exercises designed around real-world professional tasks, including research, documentation, workpaper preparation, financial analysis, and communication. By the end of the workshop, you will understand core AI concepts, know how to evaluate outputs responsibly, and walk away with practical skills to apply immediately. To get the most from the experience, participants should create an account in Gemini, Microsoft Copilot, or ChatGPT before attending—free versions work, though paid subscriptions offer additional features that enhance the exercises.

PRE-REGISTRATION IS REQUIRED. THE FOLLOWING PRE-WORK IS REQUIRED BEFORE ATTENDING THE SESSION: 1) Purchase a license for either ChatGPT, Microsoft Copilot or Google Gemini (note: free versions can be used but will have limitations). 2) Bring your laptop to follow along with each use case. 3) Download materials that will be provided to registered workshop attendees via separate email.
Beginner - Intermediate)