Description

This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You'll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Instructor: Garrett Wasny, MA, CMC, CITP/FIBP

Target Audience

Accountants, auditors, tax professionals, and finance leaders who want faster, evidence-grounded research and better document synthesis without sacrificing professional judgment.

Course Objectives

After attending this presentation, you will be able to...Recognize NotebookLM’s core capabilities and accounting-relevant workflowsApply structured sourcing to build reliable client and engagement notebooksAnalyze financial and regulatory texts to identify key issues and themesCompare multiple documents to surface inconsistencies and gapsSynthesize evidence into clear memos, summaries, and briefing notesEvaluate output quality using professional skepticism and auditability testsDesign repeatable use-case templates for tax, audit, and advisory teams

Subjects

The major topics that will be covered in this course include:NotebookLM fundamentals: notebooks, sources, prompts, and outputsTurning financial PDFs into searchable, conversational knowledge basesAudit and assurance use cases: workpaper synthesis and issue trackingTax and regulatory research: comparing guidance across sourcesCross-referencing: tracing claims back to documents for defensibilityDrafting deliverables: memos, client notes, and executive summariesRisk controls: confidentiality, data handling, and “trust-but-verify” habits