ChatGPT and Advanced Policy Manual Development for ACCTs

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.

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

Who will benefit:

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.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.