In today’s demanding financial landscape, CFOs and controllers are expected to manage strategy, compliance, and reporting with unwavering accuracy. The ChatGPT Agent: an AI-driven assistant capable of browsing, coding, generating documents, and executing complex financial workflows—all under your direction. This course empowers you to leverage AI to meet those demands more efficiently and intelligently
ChatGPT Agent goes beyond basic automation—it acts as a force multiplier for financial leadership. You’ll learn how to oversee agent workflows, configure memory and sandboxing, and align scheduling functions with your operational goals.
Through practical, real-world use cases—like tax provision modeling, assembling board decks, performing variance analysis, and searching federal contracts via SAM.gov—you’ll gain hands-on skills to streamline processes while managing risk and scaling your team’s digital capabilities.
Topics Covered:
Introduction to ChatGPT Agent.
AI-Enhanced CFO Workflows.
Automation in Financial Operations.
Compliance and AI Governance.
Strategic Synergy and AI Integration.
Supervising Autonomous Agents.
Data Risk Management and Sandboxing.
Learning Objectives
Understand the core capabilities of the ChatGPT Agent and its practical applications in financial workflows.
Initiate and supervise autonomous tasks, ensuring accuracy and accountability in AI-driven processes.
Evaluate privacy, compliance, and risk considerations when deploying AI in finance operations.
Design effective prompts for use cases such as variance analysis, tax provision modeling, and board reporting.
Automate routine finance team activities through structured agent workflows.
Implement scheduling and task replay features to enhance strategic planning and oversight.
Recognize how AI agents are reshaping roles, workflows, and required skills within modern finance teams.
Credits and Other information:
Recommended CPE credit – 2.0
Recommended field of study – Taxes
Session Prerequisites and preparation: None
Session learning level: Update
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, is a global advisor on artificial intelligence skills for accountants and the Founding Director of the upcoming AI Accounting Future Forum—a pioneering platform set to transform how accounting professionals adopt and apply AI technologies. A former management consultant with Price Waterhouse, Garrett has authored over 60 ebooks, delivered thousands of seminars and webinars to leading accounting organizations worldwide, and developed numerous AI applications focused on accounting technology, taxation, and professional ethics.
