Practical Automation with ChatGPT – Deep Dive on Real Use Cases
Date
Time
–
CPE Accreditation
Speaker
Method of delivery
Price
€55.00
Course overview:
This course guides accounting professionals through step-by-step demonstrations of automating everyday tasks with ChatGPT, whilst ensuring accuracy, transparency and compliance through effective workflow design.
Agenda:
Introduction
- Outline what to expect in this practical session
- Setting up ChatGPT to get access to all necessary features and keep it safe
Live Demonstrations: Accounting Use Cases
Demonstrations using ChatGPT to perform the following tasks:
- Reconciliations and variance checks
- Month-end close support
- Financial analysis and management reporting
Each demo includes step-by-step prompt design and iteration, built-in control checks for accuracy and auditability and an explanation of the common pitfalls and how to avoid them.
Operationalizing Control
- Embedding review steps into AI-assisted workflows
- Documenting assumptions and maintaining traceability
- Assigning human oversight and version control
- Training or guiding staff without risk of data exposure
AI Trends in Accounting
- How AI is evolving inside familiar tools (e.g., Excel Copilot and ChatGPT Integrations)
- Overview of specialized AI-driven accounting software (AP/AR automation, accruals, and financial analysis)
- Emerging trends shaping audit and reporting functions
Wrap-Up and Q&A
- Key takeaways and best practices
- How to start building repeatable AI workflows
- Suggested next steps and further learning resources
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.
