Webinar

New

ChatGPT and Advanced Policy Manual Development for Accountants

Tuesday, July 1, 2025
1-3 p.m. Central
2 CPE (2 technical)

Course code: 25WX-1455
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Firm administrators: Please log in before starting the employee registration process.

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.

Major subjects

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

Learning objectives

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

Who should take this program?

Accounting professionals seeking to leverage AI tools to streamline policy manual development while maintaining quality, compliance, and firm-specific customization

Pricing

Standard Member Fee	$89.00
Standard Nonmember Fee	$89.00

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.