ChatGPT and Advanced Policy Manual Development for ACCTs

Overview

This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and expertise.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

• Fundamentals of accounting policy manuals in traditional and AI contexts
• The PRIME Method framework for AI-assisted policy development
• Strategic implementation of AI tools including ChatGPT, Claude, and Copilot
• Internal control and risk management policy creation
• AI and generative AI usage policies for accounting firms
• Sustainability and ESG reporting policy frameworks
• Predictive analytics and forecasting policy development
• Regulatory compliance considerations in AI-generated policies

Prerequisites

Basic understanding of accounting principles and familiarity with general AI concepts is recommended but not required.

Designed For

This course is designed for accounting professionals seeking to leverage AI tools to streamline policy manual development while maintaining quality, compliance, and firm-specific customization.

Objectives

After attending this presentation, you will be able to...

• Apply the PRIME Method to develop comprehensive accounting policy manuals
• Evaluate various AI tools to determine optimal solutions for policy development
• Create tailored policy manuals for specific accounting contexts
• Analyze how AI can enhance traditional policy manual creation workflows
• Develop strategies for maintaining regulatory compliance in AI-generated content
• Design iterative refinement processes for policy manual improvement
• Implement human oversight frameworks for AI-generated policy content

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by CPA Crossings (messenger@webex.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.