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AI FAQs for Bank Accountants

This course is designed to build a foundational understanding of generative AI concepts tailored specifically for banking and financial professionals. Through a series of frequently asked questions, participants will deepen their knowledge of AI terminology, processes, and applications relevant to the banking and accounting field.

Upcoming
Friday, June 6th, 2025
10:00 am - 11:30 am
Presented by Garrett Wasny
1 CPE Credits
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Artificial Intelligence (AI)
  • Computer Skills
  • Information Technology/Security
  • Management/Employee Development
  • Technology/Security
  • Bank Legal Counsel
  • Board Member
  • Branch Manager
  • Controller/Accountant
  • Credit Analyst
  • Deposit Operations Manager/Specialist
  • IT Professional
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • New Accounts Representative
  • Risk Manager
  • Senior Management
  • Training Manager
  • Trainer
  • Workout Specialist/Collector

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This course provides financial institution accountants and professionals with foundational knowledge of generative AI, particularly tailored to banking contexts. Participants will learn core concepts including how generative AI differs from traditional AI, and the capabilities of Large Language Models (LLMs) like ChatGPT in enhancing financial data analysis, regulatory reporting, and client interactions. The course also addresses ethical issues such as how to responsibly use AI in decision-making processes.

Upon completion, participants will confidently distinguish generative AI’s applications, understand the underlying technologies like deep learning, and effectively integrate AI tools into their workflows. Designed specifically for professionals such as accountants, compliance officers, and managers, this course requires only a basic understanding of accounting practices, providing practical strategies to leverage AI ethically and efficiently in banking environments.

What You'll Learn

  • Describe ChatGPT’s text processing and predictive capabilities, including the roles of deep learning and word vectors in financial contexts
  • Identify risks like automation bias and understand ethical considerations in AI-driven financial decision-making
  • Assess AI’s role in enhancing services, from generating regulatory reports to answering client questions, in a reliable and responsible manner
  • Apply practical insights on incorporating AI into workflows, fostering a culture of continuous learning and collaboration in financial teams

Who Should Attend

This course is ideal for accountants, financial controllers, compliance officers, and managers seeking foundational knowledge of generative AI, practical strategies for integrating AI into operations, and a framework to address ethical considerations and client needs effectively in financial institutions.

Field of Study:Accounting

Skill level:Basic

Prerequisites:Basic understanding of bank accounting principles and familiarity with digital tools used in professional banking practice. No prior AI or programming experience required.

Advanced Preparation:None

Garrett Wasny

Instructor Bio

Garrett Wasny MA, CMC, CITP/FITP is a Certified Management Consultant and widely recognized AI evangelist, digital navigator, and innovation amplifier. Honored in 2025 with the prestigious MYCPE Award for groundbreaking contributions to AI and technology education, Garrett has trained tens of thousands of CPAs and accountants in over 60 countries. Garrett’s dynamic training unlocks new dimensions of AI synergy that inspire experimentation, drive collaborative intelligence, and transform CPAs into Chief Future Officers.

Continuing Education Credit Information

AI FAQs for Bank Accountants has been approved for 1 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.

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