NotebookLM Use Cases for Accountants

Description

This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You’ll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it.

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... • 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

Advanced Preparation

None

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