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ChatGPT for Accountants -- 2026 Update

This course provides a concise overview of ChatGPT and its transformative applications in bank accounting. The curriculum explores OpenAI's advanced artificial intelligence chatbot, its diverse capabilities, and practical implementations specifically designed for banking and financial professionals. Through comprehensive examination of ChatGPT's features, tools, and integrations, participants will learn how to leverage this technology to enhance their bank accounting practice and adapt to the evolving landscape of AI-enabled banking and financial services.
Upcoming
DATE

Wednesday, July 29, 2026
11:00 am - 12:30 pm

INSTRUCTOR

Garrett Wasny

FORMAT

Webinar

$299.00 or 1 Token

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

  • Accounting/Reporting
  • Artificial Intelligence (AI)
  • Computer Skills
  • Customer Service
  • Human Resources
  • Information Technology/Security
  • Management/Employee Development
  • Technology/Security
  • Bank Legal Counsel
  • Bank Secrecy Act Officer/BSA Specialist
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Facilities Manager
  • Human Resources Officer
  • Internal Auditor
  • IT Professional
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Mortgage Lender
  • New Accounts Representative
  • Privacy Officer/Information Security Professional
  • Private Banker
  • Risk Manager
  • Security Officer
  • Small Business Lender
  • Teller
  • Training Manager
  • Trainer
  • Trust Officer
  • Workout Specialist/Collector

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This course provides a concise overview of ChatGPT and its transformative applications in bank accounting. The curriculum explores OpenAI's advanced artificial intelligence chatbot, its diverse capabilities, and practical implementations specifically designed for banking and financial professionals. Through comprehensive examination of ChatGPT's features, tools, and integrations, participants will learn how to leverage this technology to enhance their bank accounting practice and adapt to the evolving landscape of AI-enabled banking and financial services.

Program Content:

  • The major topics that will be covered in this course include:
  • Core functionalities and capabilities of ChatGPT in banking and financial contexts
  • Mobile and desktop applications for professional banking use
  • Security protocols and data controls for sensitive banking information
  • Integration of voice, vision, and multimodal features
  • Custom GPT development and applications for bank accounting
  • Project management and collaboration tools for banking teams
  • Advanced features including Operator, Canvas, and Tasks
  • Alternative AI tools and emerging technologies in banking
  • Future developments in AI for bank accounting
  • Practical implementation strategies and best practices for financial institutions

What You'll Learn

  • Analyze the fundamental capabilities of ChatGPT for bank accounting applications
  • Evaluate security and compliance features for professional banking use
  • Implement custom instructions and prompts for banking-specific tasks
  • Create specialized GPTs for bank accounting workflows
  • Utilize advanced features for financial data analysis and regulatory reporting
  • Apply GPT-powered tools for client communication and documentation
  • Integrate ChatGPT with existing banking systems and processes

Who Should Attend

This course is designed for bank accountants, financial controllers, compliance officers, and banking professionals who want to leverage ChatGPT's capabilities to enhance their practice efficiency, improve client services, and stay competitive in an AI-transformed banking industry.
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.

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