Claude Cowork in Practice: Advanced Workflow for Accountants

Description

This course provides a concise overview of advanced, real-world applications of Claude Cowork, focusing on how accountants can operationalize agentic AI within complex financial workflows. Moving beyond foundational concepts, this session explores how AI plugins, structured workflows, and integrated data environments elevate Cowork from a capable assistant into a specialized accounting partner. Participants will examine high-impact use cases such as variance analysis, invoice automation, and board-level reporting, while learning how to embed domain intelligence through the Finance Plugin and firm-specific customization. A central theme of the course is the application of the Sparring Partner Protocol, enabling accountants to rigorously validate, challenge, and enhance AI-generated outputs. The session emphasizes that while AI can execute 70-80% of the work, professional judgment, verification, and strategic interpretation remain essential.

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

Objective

After attending this presentation, you will be able to... Analyze advanced agentic AI workflows in accounting Evaluate the impact of domain-specific AI plugins Design and implement complex AI-driven processes Apply the Sparring Partner Protocol to validate outputs Assess risks and governance considerations in AI use Synthesize multi-source financial data into insights Develop strategic advisory outputs from AI analysis      

Attendee Information

Garrett Wasny, MA, CMC, CITP/FIBP

Required Knowledge

Participants should have foundational knowledge of AI tools (e.g., ChatGPT or Claude) and familiarity with basic Large Language Model concepts or workflows.

Who Should Attend

Experienced accountants, CPAs, and finance leaders seeking to move beyond basic AI usage into advanced, scalable, and strategically driven AI workflows.