AI Adoption Playbook for Accountants

AI Adoption Playbook for Accountants

with Garrett Wasny MA, CMC, CITP/FIBP

Date: Thursday, December 18
Time: 1:00 p.m. – 4:00 p.m. 
CPD: Up to 3 CPD hours

Generative AI—especially tools like ChatGPT—is transforming the accounting profession. But integrating it confidently, creatively, and compliantly requires more than curiosity.

In this practical and timely workshop, Garrett Wasny presents a concise overview of actionable strategies, governance guardrails, and high-impact workflows that enable accounting professionals to bring AI into daily practice with purpose and precision.

Participants will walk away with a step-by-step adoption roadmap, a library of vetted prompts, and a risk-mitigation checklist ready for immediate use. Ultimately, the playbook empowers forward-looking accountants to elevate their roles from traditional number-crunchers to strategic AI catalysts who unlock new value for clients, colleagues, and the profession at large.

What you’ll learn

• Core principles that drive responsible and successful AI adoption
• The difference between leveraging AI to assist with drafting and analyzing and relying on AI alone for professional judgement uses in accounting
• A step-by-step approach to piloting low-risk AI workflows
• How to craft effective prompts that elicit accurate, verifiable outputs
• Techniques to analyze AI-generated content for hallucinations and ethical risks
• Ways to streamline data analysis, reporting, and client communications using AI
• How to evaluate feedback loops that support firm-wide AI capability growth.

Whether you're experimenting with AI or ready to scale, this session equips you with the tools and confidence to become a strategic AI catalyst in your organization.