Description

This is a rebroadcast from AICPA ENGAGE 2026.

Generative AI continues to transform how business professionals approach research, writing, analysis, and decision-making.

Mastering prompt engineering has become a core digital skill as AI tools become more advanced and deeply integrated into platforms like Microsoft 365 Copilot, ChatGPT, Claude, and others.

This session shares proven techniques for crafting effective AI prompts that yield faster, clearer, and more actionable results, whether you’re generating reports, analyzing data, or creating client communications.

Rather than relying on trial and error, participants will learn to:

- Structure prompts with precision

- Effectively leverage context

- Understand the nuances of interacting with various AI systems

With intelligent prompting, you’ll unlock higher quality output and maximize your return on AI investment.

Target Audience

· Professionals using AI for research, writing, or analysis

· Teams adopting Microsoft 365 Copilot, ChatGPT, or Claude

· Accounting staff creating reports or client communications

· Leaders seeking better ROI from AI tools

Course Objectives

· Recall the four key components of AI prompts.

· Identify good examples of prompts used for tasks based on their context, expectations, and output.

· Recognize at least four types of tasks that generative AI tools can do when prompted correctly.

· Recognize how generative AI can be applied to accounting tasks.

Subjects

· AI prompt engineering

· Generating reports with AI

· Automating client communications

· Analyzing data with AI

· Integrating Copilot, ChatGPT, and Claude