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AI for Accountants Strategy And Research Specialist Certificate Series

Online Course: ID# 1006117
Price: $499.00
Qty:
About This Course:
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 Strategy and Research Specialist Certificate Series which will prepare you for these inevitable changes.

Courses included are:
  • AI FAQs for Accountants (3 Hours)
  • AI Lessons Learned for Accountants (3 Hours)
  • AI Prompt Engineering Master Class for Accountants (3 Hours)
  • Generative AI Strategy for Accountants (3 Hours)
  • ChatGPT and Advanced Accounting Research (3 Hours)
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 Strategy and Research Specialist.What You'll Learn:Topics Covered:
  • Is AI safe to use in accounting?
  • Understanding and preventing AI hallucinations
  • Clarifying the piracy and privacy myths around GenAI
  • Choosing the best and safest AI platforms for accountants
  • How leading firms introduce AI through "prompt parties"
  • Deep research tools and multi-model ("chains of brains") strategies
  • AI fatigue, disclosure practices, and how to never be replaced by AI

Learning Objectives:
  • Describe how AI can be safely integrated into accounting workflows
  • Distinguish between AI myths and current realities using evidence-based reasoning
  • Evaluate AI platforms and tools based on security, utility, and fit
  • Construct prompts and use GenAI effectively in daily accounting work
  • Demonstrate how to run a prompt party to foster AI experimentation within teams
  • Apply ethical and professional standards when using GenAI with client data
  • Formulate strategies to remain indispensable by focusing on human insight and empathy
AI Lessons Learned for Accountants
Topics Covered:
  • Prompting with presence and emotional intelligence
  • AI as synthetic teammate vs. passive tool
  • Voice and vision workflows for AI collaboration
  • The capability overhang: untapped AI potential in accounting
  • AI-generated financial songs and podcasts
  • The rise of "Vibe Accounting" and hyperautomation
  • Strategic, ethical, and cultural considerations in AI adoption
Learning Objectives:
  • Recognize the shift from AI as a tool to AI as a teammate
  • Demonstrate how intentional prompting influences AI output
  • Evaluate the role of synthetic colleagues in finance workflows
  • Apply multimodal AI strategies (voice, vision, text) to accounting tasks
  • Analyze the risks and opportunities of the AI capability overhang
  • Create innovative content using AI-generated financial narratives
  • Reflect on the ethical and emotional implications of AI-human collaboration

AI Prompt Engineering Master Class for Accountants
Topics Covered:
  • Fundamentals of AI prompt engineering in accounting
  • Dynamic roles: shifting between creative director, troubleshooter, and domain expert
  • Granular task decomposition for precision and efficiency
  • Voice engagement and multimodal AI collaboration
  • Advanced prompt modifiers: tone, length, audience, and style
  • Tools for minimizing hallucinations and blind spots
  • Contrarian prompts, self-critique, and insight ranking techniques
Learning Objectives:
  • Define AI prompt engineering and its relevance to accounting tasks
  • Apply role-based prompting to enhance AI collaboration
  • Deconstruct complex accounting problems into structured prompts
  • Customize AI responses using tone, length, and audience parameters
  • Evaluate AI outputs for logic, accuracy, and ethical integrity
  • Formulate prompts that surface contrarian insights and minimize bias
  • Create advanced prompts to support audit, tax, and advisory functions

Generative AI Strategy for Accountants
Topics covered:
  • Overview of generative AI and its core mechanisms
  • Key distinctions between generative and legacy AI
  • Case study: PwC's multimodal use of generative AI
  • AI applications in audit, tax, training, and compliance
  • Emerging tools: ChatGPT, Leah, Harvey, Gemini, Sora
  • AI for ESG reporting, marketing, and risk assessment
  • Strategies for embedding AI into everyday workflows

Learning objectives:
  • Define generative AI and contrast it with legacy AI systems
  • Identify key applications of AI in accounting practices
  • Analyze real-world use cases, including PwC's AI strategy
  • Evaluate tools that support AI-enhanced decision-making
  • Apply AI prompts for forecasting, reporting, and onboarding
  • Integrate AI into compliance and document workflows
  • Reflect on ethical, strategic, and professional implications of AI adoption
ChatGPT and Advanced Accounting Research
Topics covered:
  • Key differences between Google and AI in accounting research
  • Setting up AI personas and prompt priming for accuracy and depth
  • Using ChatGPT Tasks to automate accounting research workflows
  • Exploring AI ecosystems tailored to accounting roles and firms
  • Leveraging deep research platforms for tax and compliance updates
  • Multimodal tools like NotebookLM for auditory financial storytelling
  • Navigating ethical considerations and avoiding AI misinformation

Learning objectives:
  • Differentiate between manual and AI-enhanced accounting research
  • Create AI personas to generate targeted, role-specific insights
  • Apply prompt priming to refine accounting research questions
  • Integrate AI ecosystems into financial analysis workflows
  • Evaluate AI outputs for accuracy, bias, and source credibility
  • Automate research using ChatGPT's scheduled task functionality
  • Analyze ethical implications of using AI in compliance and reporting
Continuing Education Credits:

Click the 'Credits' tab above for information on PHR/SPHR, PDCs, and other CE credits offered by taking this course.
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AI for Accountants Strategy And Research Specialist Certificate Series
Price: $499.00
Qty:
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