Date: October 19th , 2026

Time: 3pmET | 2pm CT | 1pm MT | 12m PT

Duration: 120 Minutes

Description:

AI is changing how accounting professionals research regulations, interpret technical guidance, analyze documents, and communicate findings. Used appropriately, AI can help professionals locate relevant information faster, organize complex rules, compare multiple sources, and develop decision-ready research summaries.

This practical course examines how ChatGPT and other AI platforms can support accounting research without replacing professional judgment. Participants will explore a layered AI research ecosystem that includes ChatGPT, Claude, Gemini, Perplexity, and NotebookLM, with each tool serving a different purpose from source discovery and analysis to document review, synthesis, and ongoing monitoring.

The webinar will move beyond basic chatbot demonstrations. It will show participants how to design repeatable AI workflows, use structured prompts, ground analysis in reliable documents, and verify AI-generated conclusions before relying on them in professional work.

Topics Covered:

• AI-assisted research versus traditional methods: Comparing speed, source discovery, organization, and review requirements.
• Layered AI research ecosystems: Combining multiple tools to improve research depth and efficiency.
• Persona-based prompting: Directing AI to respond as a tax researcher, accounting technical specialist, auditor, or other subject-matter expert.
• AI subject-matter-expert models: Creating reusable prompts and workflows for recurring research questions.
• Deep-research workflows: Breaking complex questions into research, source-validation, analysis, and documentation stages.
• Document-grounded analysis: Using authoritative files, regulations, standards, and internal materials to improve accuracy and reduce unsupported responses.
• Regulatory monitoring: Building systems to track legislative, regulatory, and standard-setting developments.
• Scheduled AI tasks: Using automation to deliver recurring updates, summaries, alerts, and review prompts.
• Quality control and professional oversight: Checking citations, identifying hallucinations, protecting confidential information, and documenting human review.

Learning Objectives

• Compare AI-assisted research with traditional accounting research methods and identify opportunities to improve speed, efficiency, and depth.
• Select appropriate AI tools for different stages of an accounting research workflow.
• Use persona-based prompting to obtain more focused, specialized, and professionally relevant insights.
• Build AI-assisted workflows for researching regulations, analyzing guidance, and organizing technical information.
• Evaluate AI-generated responses for accuracy, completeness, source quality, and reliability.
• Create systems for monitoring regulatory developments and identifying changes that may affect clients or firm procedures.
• Apply appropriate human review, professional judgment, confidentiality safeguards, and documentation controls when using AI for accounting research.

Credits and Other information:

• Recommended CPE credit – 2.0
• Credits – IRS , NASBA
• Recommended field of study – Tax
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker :

Garrett Wasny MA, CMC, CITP/FIBP

Garrett  is an international AI skills advisor who helps accounting professionals use artificial intelligence effectively. He is also the Director of the forthcoming AI Accounting Future Forum, an innovative platform focused on advancing AI adoption across the accounting profession.

A former Price Waterhouse management consultant, Garrett has authored more than 60 e-books, delivered thousands of seminars and webinars for leading accounting organizations worldwide, and developed numerous AI applications covering accounting technology, taxation, and professional ethics.