AI is poised to have a significant impact on the accounting profession in many ways in the very near future.
How might AI affect accountants?

• Automation of Repetitive Tasks:
  
• Enhanced Efficiency
  
• Improved Accuracy
  
• Data Analysis and Insights
  
• Fraud Detection
  
• Predictive Analytics
  
• Cost Reduction by automating routine tasks and streamlining processes
  
• Compliance and Reporting
  
• The role of accountants is going to evolve.

Lambers, in partnership with nationally recognized AI expert Garrett Wasney is offering the following AI for Accountants Revenue Specialist Certificate Series which will prepare you for these inevitable changes.

Courses included are:

• AI Adoption Playbook for Accountants (4 Hours)
  
• GPT Builder for Accountants (3 Hours)
  
• How Build a Custom AI Chatbot and GPT in Plain English (3 Hours)
  
• Using AI to Instantly Transform Ideas into Revenue Streams (3 Hours)
  
• GPT and Advanced Policy Manual Development for Accountants (3 Hours)

Topics Covered:

• Rapid-Start Philosophy and Mind-Set
  
• Governance, Data Security & No-Go Zones
  
• Practical Adoption Framework & "Prompt Parties"
  
• AI as a Collaborative Teammate
  
• Conversational Prompting Best Practices
  
• High-Impact Use Cases in Audit, Tax & Advisory
  
• Power Prompt Library & Hallucination Checks

Learning Objectives:

• Identify core principles that drive successful AI adoption.
  
• Differentiate acceptable versus prohibited AI uses in accounting contexts.
  
• Apply a step-by-step framework to pilot low-risk AI workflows.
  
• Develop effective prompts that elicit accurate, verifiable outputs.
  
• Analyze AI-generated content for hallucinations and ethical risks.
  
• Integrate AI tools to streamline data analysis, reporting, and client communication.
  
• Evaluate feedback loops that sustain firm-wide AI capability growth.

GPT Builder for Accountants

After completing all 5 parts, you will take a short exam and upon passing you will earn a printable and frameable Certificate of Completion as an AI for Accountants Revenue Specialist.What You'll Learn:Topics Covered:

• What GPT Builder is and how it works
  
• Key differences between Custom GPTs, Projects, and Scheduled Tasks
  
• How to design AI assistants for specific accounting workflows
  
• Uploading and grounding GPTs in accounting documents
  
• Voice-based interactions and real-time financial Q&A
  
• Use cases for tax prep, compliance, and audit analysis
  
• Comparing GPT Builder with Claude, Gemini, NotebookLM, and Perplexity

Learning Objectives:

• Define GPT Builder and describe its relevance to accounting
  
• Differentiate among GPTs, Projects, Tasks, and other AI assistant platforms
  
• Create customized GPTs grounded in accounting documents
  
• Implement AI tools to automate financial analysis and reporting
  
• Evaluate GPT output accuracy using evidence-based prompts
  
• Design GPTs for strategic advisory and client interaction
  
• Share and scale GPTs to enhance team productivity and client service

How to Build a Custom AI Chatbot in Plain English
Topics Covered:

• Overview of AI chatbots and their application in accounting
  
• No-code tools for building custom GPTs
  
• Using NotebookLM to create interactive financial assistants
  
• Creating voice-enabled AI agents with ElevenLabs
  
• Dedicated workspace bots for audit, tax, and advisory functions
  
• Case studies: Financial Statement Reviewer Bot and News Opportunity Analyzer
  
• Ethical, legal, and privacy considerations in chatbot use

Learning Objectives:

• Define the function of AI chatbots in the accounting profession
  
• Describe how no-code AI tools empower CPAs
  
• Demonstrate how to build a chatbot that analyzes financial documents
  
• Use AI to enhance client communications and service delivery
  
• Assess chatbot platforms for tax, audit, and advisory applications
  
• Apply chatbot use cases to real accounting workflows
  
• Evaluate ethical considerations and data governance risks

Using AI to Instantly Transform Ideas into Revenue Streams
Topics covered:

• The Trinity of AI Resonance: CoAsk, CoReceive, CoAct
  
• Prompt engineering for clarity, creativity, and cashflow
  
• Listening for signal: emotional resonance in AI responses
  
• Rapid go-to-market planning using AI outputs
  
• Visual and verbal storytelling for monetization
  
• AI-enhanced brand and product development
  
• Real-world examples and infographics of instant idea-to-income flows

Learning objectives:

• Formulate effective meta-prompts to unlock deeper AI insight
  
• Identify emotionally charged AI outputs using resonance signals
  
• Translate AI responses into 24h/7d/30d execution plans
  
• Create visual assets and landing pages using AI design tools
  
• Evaluate and refine AI-generated outputs for business performance
  
• Apply the CoAsk-CoReceive-CoAct loop to any niche or market
  
• Collaborate with AI as a strategic business co-creator

ChatGPT & Advanced Policy Manual Development for Accountants
Topics covered:

• The evolving role of accountants as AI-enhanced policy architects
  
• The 5-Level AI Policy Power-Up Framework
  
• Deep learning and advanced research in regulatory policy
  
• Visual storytelling with GPT-4o and Napkin.ai in policy manuals
  
• Audio transformation of policy content using NotebookLM
  
• Risks of AI misuse in policy work (bias, hallucinations, overreliance)
  
• Real-world policy manual templates (Canada and U.S. finance departments)

Learning objectives:

• Describe the key components and importance of internal policy manuals
  
• Apply structured ChatGPT prompts to generate CPA-compliant policies
  
• Integrate compliance frameworks such as SOX, PIPEDA, GDPR, and CPA codes
  
• Create audit-ready documentation using AI-powered workflows
  
• Analyze and mitigate risks of AI use in policy development
  
• Design visual and audio enhancements for greater policy clarity and engagement
  
• Evaluate outputs from multiple AI platforms (e.g., Claude, Gemini, Perplexity) to enhance policy insight