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AI as a Colleague: Fundamentals of AI to Support Accountants and Financial Professionals in Everyday Work

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Virtual Event

February 27 @ 12:30 PM - 2:30 PM AEDT

Virtual Event
$285.00

Using AI to support and speed up everyday business tasks has become the new normal. To stay competitive, it is critical to keep your AI skills up to date.

Building on our successful workshop last year, this redesigned 2-hour masterclass covers the essentials of generative AI and introduces practical, time-saving functions through step-by-step demonstrations of two of the most widely used tools: ChatGPT and Microsoft Copilot.

This masterclass is a practical introduction to generative AI for accountants, financial advisers, and SMSF professionals who want a clear understanding of how tools like ChatGPT and Microsoft Copilot can be applied in day-to-day work—without the jargon, hype, or fear.

We apply our signature teaching philosophy, “AI as a colleague”, to help you build a productive working relationship with your AI tools, so you can get better results without relying on memorised prompts.

You will see real examples of how to use AI to draft emails and reports, summarise documents, support research, organise and structure information, and reduce admin time without compromising professionalism, compliance, or judgement.

Learning outcomes

By the end of this masterclass, you will be able to:

  • Confidently use the core functions of the latest versions of ChatGPT and Microsoft Copilot
  • Identify which tasks and business processes are suitable for AI to improve efficiency
  • Design effective prompts to get high-quality, reliable outputs
  • Use AI safely and responsibly, and recognise when it is not appropriate to use AI.

 

Register now to secure your place!

 

$199+GST (members) | $285+GST (non- members) | PLATINUM MEMBERS ARE FREE

TPB CPD Hours: 2 hour |  Legislated CPD Hours: To be confirmed

 


 

Presented by:
NATALIYA ILYUSHINA

Dr Nataliya Ilyushina is an empirical economist also known as Dr Pink. Her research domains are at the forefront of academic inquiry, focusing on issues such as the impact of digital technology on job and task automation, digitalisation of management, work in Web3, hybrid work arrangements and the impact on workers’ wellbeing. Nataliya is also interested in the gender lens of those processes. She has published scholarly articles, contributed to government inquiries, and presented at academic and industry conferences. Nataliya was nominated as a Rising Star of Blockchain by Blockchain Australia. She frequently comments on the media such as ABC News, Sky News, Channel 7, SBS World, ABC Radio, BBC Radio UK and newspapers like Herald Sun and Daily Telegraph.
Dr Nataliya Ilyushina holds PhD in Economics and a Double Masters in Accounting and Commerce from RMIT University, Masters in Economics from Melbourne University and a Bachelor of Economics from Moscow State University.

 

OLGA BUBNOVA

Olga is the proud Founder & CEO of B.gain, a boutique marketing agency and consultancy dedicated to helping tech businesses stand out and achieve better results through strategic brand and marketing solutions and powerful storytelling.

For over 15 years in the marketing field, Olga honed her skills both in Australia and internationally, primarily focusing on B2B tech industries.

Her journey in tech began through hands-on roles in marketing, communications, client and stakeholder engagement, as well as managing high-profile tech events.

Olga’s expertise includes creating bespoke brand identities, rebranding campaigns, and comprehensive marketing strategies and plans that result in measurable success of growing businesses. As a digital marketing expert, she ensure our clients benefit from the latest in digital strategy and execution, making sure they stay several steps ahead in the tech sector.

Details

27 February 2026
12:30 PM - 2:30 PM AEDT

$285.00

Tickets

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AI as a Colleague
$ 285.00 Excl. GST
Unlimited