This hands-on course introduces accountants, auditors, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering, and guided interaction loops to create agents that simulate planning, decision-making, and communication workflows.
DESIGNED FOR
CPAs, CFOs, controllers, finance managers, tax professionals, advisors, and financial professionals seeking hands-on experience with AI tools and workflows
BENEFITS
- Understand the building blocks of agentic behavior using basic ChatGPT
- Create and simulate task-specific agents using prompt engineering techniques
- Practice flipped interaction patterns that showcase autonomous agent workflows
- Evaluate agent responses for bias, limitations, and control weaknesses
- Apply ethical and professional guidelines to simulated agent deployments
HIGHLIGHTS
- Agentic simulation using prompt design and structured interaction
- Flipped agent/user roles in ChatGPT (autonomy emulation)
- Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent
- Risk scenarios: hallucinations, scope creep, prompt hacking
- Governance, professional skepticism, and documentation best practices
ADVANCE PREPARATION
Access to ChatGPT during the course is encouraged but not required. Participants can create a free account by visiting chatgpt.com and clicking “Sign Up.”