Vermont Society of Certified Public Accountants
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Surgent's Build an AI Agent with ChatGPT: A Hands-on Lab for Financial Professionals

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Member Price: $119.00
Non-Member Price: $149.00

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Date/Time:
Apr 7, 2026, 10:00am–12:00pm
Developer:
SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:
Computer Science: 2.00
Fields of Study:
Computer / IT
Level:
Basic
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.

Objective

  • 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

Highlights

  • 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

Designed For

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

Prerequisite

None

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."
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