Charting The Future: From Tasks to Capability — Augmented by Gen AI & ChatGPT
1.00 Credits
Member Price $49
Non-Member Price $59
Overview
We started by using Gen AI for discrete tasks—answers, summaries, formulas. But the real unlock is capability: building repeatable workflows, executive-ready deliverables, governance, and reusable systems. That’s augmentation: AI doesn’t replace the professional—it expands what the professional can reliably deliver. This course is a practical, workflow-first session for accounting and finance professionals who want to move beyond isolated prompt usage and build repeatable, high-quality ways of working. The course focuses on using core ChatGPT tools—Advanced Data Analysis, Deep Research, Canvas, Web Search, Custom GPTs, Projects, and Connectors—to strengthen analysis, improve deliverable quality, standardize outputs, and elevate decision support across common accounting/finance responsibilities.
Highlights
· The shift from task prompting to repeatable capability in accounting and finance work · Workflow-first thinking: inputs ? process ? outputs ? reuse · Tool selection by outcome: when to use Advanced Data Analysis, Deep Research, Canvas, Projects, and Custom GPTs · Capability demos: – Form 10-K analysis workflow using Advanced Data Analysis (ADA) –Excel workflow acceleration using a Custom GPT · Standardizing deliverables for executive audiences (structure, clarity, consistency) · Governance-by-design: data boundaries, validation checks, traceability/citations, review gates
Prerequisites
Attendees should be comfortable using ChatGPT in their professional workflows. A subscription version of ChatGPT is recommended.
Designed For
Accounting and finance professionals who want to use Gen AI and ChatGPT to improve analysis and deliverables, reduce rework, standardize outputs, and build repeatable workflows that elevate decision support.
Objectives
- Identify the difference between task-based Gen AI use and workflow-based capability in accounting and finance.
- Apply ChatGPT tools (Advanced Data Analysis, Deep Research, Canvas, Projects, and Custom GPTs) to create a repeatable workflow that produces an executive-ready deliverable.
- Determine the governance and validation steps required for reliable Gen AI-augmented outputs.
Leader(s):
Leader Bios
Don Tomoff
Don Tomoff is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.
Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
Non-Member Price $59
Member Price $49