Foundations of AI for Accountants
Date
Time
–
CPE Accreditation
Speaker
Method of delivery
Price
€55.00
Course overview:
This course introduces accounting professionals to AI and ChatGPT, offering a practical understanding of how these technologies work and how to use them safely.
Agenda:
Introduction
- What accounting professionals are asking about AI today
- How this session fits within your professional context
What is AI? What is not?
- AI vs. automation in accounting workflows
- Generative AI, machine learning, and agents – explained
- Where ChatGPT and other LLMs fit within the AI landscape
The Anatomy of ChatGPT for Accounting
- Overview of key tools inside ChatGPT:
- Prompting techniques
- File uploads and data analysis features
- Custom GPTs and Projects
- How ChatGPT versions and models differ
- Live micro-demo: how to analyse a spreadsheet or draft a summary
AI, Compliance & Control
- What one must understand before using AI tools
- Key risks: data privacy, accuracy, and auditability
- Designing prompts and workflows to remain in control
- Real-life red flags and how to avoid them
Use Cases Overview
- What can be automated in accounting tasks: month-end close, reporting, audit or tax preparation support
- Which tasks should not be automated (and why)
- Quick use-case spotlight to inspire safe experimentation
CPE Accreditation:
This course has been accredited two hours professional development CPE by the Malta Institute of Accountants (MIA). A proof of attendance will be sent by email after the course.
Meet Your Instructor
Anna Tiomina is a Fractional CFO, AI trainer, and advisor. She’s the founder of Blend2Balance, a consulting firm focused on helping Finance teams apply AI in practical, business-relevant ways. Her background includes senior finance roles in both public and private companies, including Global CFO at Softeq and Cluster CFO at Sandoz Pharmaceuticals.
Today, Anna works with small and mid-sized companies to integrate AI into their financial operations. She is also the author of the Balanced AI Insights weekly newsletter and leads the Fractional CFO Corner within the AI Finance Club, a space for CFOs to share ideas and stay ahead of the curve.
