Description

This hands-on course introduces accountants, auditors, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering, and guided interaction loops to create agents that simulate planning, decision-making, and communication workflows. No coding or advanced access is required. Participants will practice designing task-specific prompts, simulating agent autonomy using flipped interaction patterns, and evaluating agent output for risk and effectiveness. This course makes agentic AI accessible to all learners through practical, scenario-based exercises using tools they already have.

Instructor: Cory Ng

Target Audience

CPAs, CFOs, controllers, finance managers, tax professionals, advisors, and financial professionals seeking hands-on experience with AI tools and workflows

Course Objectives

Understand the building blocks of agentic behavior using basic ChatGPT

Create and simulate task-specific agents using prompt engineering techniques

Practice flipped interaction patterns that showcase autonomous agent workflows

Evaluate agent responses for bias, limitations, and control weaknesses

Apply ethical and professional guidelines to simulated agent deployments

Subjects

Agentic simulation using prompt design and structured interaction

Flipped agent/user roles in ChatGPT (autonomy emulation)

Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent

Risk scenarios: hallucinations, scope creep, prompt hacking

Governance, professional skepticism, and documentation best practices

Advanced Preparation

Access to ChatGPT during the course is encouraged but not required. Participants can create a free account by visiting chatgpt.com and clicking “Sign Up.”