Friday 29th August, 2025

12pm - 1pm AEST

1 x CPD point

How to use AI responsibly without damaging trust, data or your reputation.  

ChatGPT is brilliant - until it's wrong. 

If your team is starting to use AI to draft emails, plan tasks, or generate content, they must understand the limits. 

This practical session will train you and your staff on how to use ChatGPT effectively and responsibly in a client-facing practice. 

You’ll learn: 

✅ Common mistakes teams make with ChatGPT in accounting firms 

✅ Where AI outputs go wrong (and how to catch them fast) 

✅ The difference between AI support and AI shortcuts 

✅ How to teach your team accuracy checks (even if they’re not techy) 

✅ When AI should never be used: compliance, legal, and client risk red zones 

✅ How to build a simple AI use policy that protects your practice 

✅ Live examples of bad vs good AI outputs in accounting scenarios 

🎯 Perfect for onboarding staff, retraining a growing team, or simply tightening your firm’s AI standards. 

👥 Who it’s for: 

• Practice owners introducing AI to staff 
• Admin and junior team members using ChatGPT 
• Managers responsible for quality and compliance 

*******VIP BONUSES********

✅ 1. Firm-Wide AI Enablement Plan (Editable) 

 Step-by-step rollout for introducing AI to your team 

Covers: onboarding, staff access levels, training checkpoints 

Includes: team onboarding checklist + 30-60-90 day usage roadmap 

✅ 2. Role-Based Prompt Library Starter (With Editable Prompts) 

 20+ tested prompts tailored to: 

• Admin support 
• Bookkeeping 
• Client service 
• Practice management 

 Includes prompt writing tips + “safe-use prompt frameworks” 

 These are not just generic — they are role-driven, practical, and editable. 

✅ 3. AI Output Audit Template 

 A tool for managers to spot-check AI-generated emails, notes, or summaries 

 Built-in ratings for clarity, accuracy, tone, and compliance fit 

Helps create internal “gold standard” examples for the team 

✅ 4. Self-Paced Staff Learning Module (PDF + Slide Deck) 

 A short, ready-to-deliver training asset covering: 

•  Key AI risks in client work 
• When to ask for review 
• How to rate AI outputs 

 Can be delivered in 20 mins + includes manager delivery notes 

✅ 5. “If AI Goes Wrong” Escalation Plan 

 A mini SOP on how to respond if a mistake slips through 

 Outlines: what to review, who to notify, how to correct, how to update training 

 Helps protect firm reputation & support learning over blame 

✅ BONUS: CPD Tracker Template for AI Training 

 Helps you log AI usage, training completion, and internal policy adoption 

 Useful for audit trails, CPD reporting, or team reviews 

Disclaimer:

Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.