NotebookLM Use Cases for Accountants
Description
Objective
After attending this presentation, you will be able to... Recognize NotebookLM’s core capabilities and accounting-relevant workflows Apply structured sourcing to build reliable client and engagement notebooks Analyze financial and regulatory texts to identify key issues and themes Compare multiple documents to surface inconsistencies and gaps Synthesize evidence into clear memos, summaries, and briefing notes Evaluate output quality using professional skepticism and auditability tests Design repeatable use-case templates for tax, audit, and advisory teams
Attendee Information
Garrett Wasny, MA, CMC, CITP/FIBP
Required Knowledge
None
Who Should Attend
Accountants, auditors, tax professionals, and finance leaders who want faster, evidence-grounded research and better document synthesis without sacrificing professional judgment.
Credit Types
- CPE – Information Technology
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRX226226: Registration – Member | Mem | $105 |
| WRX226226: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.