ChatGPT Agent for CFOs and Comptrollers
 
Date: 3/3/26
Time: 12:00 PM - 2:00 PM EST
CPE Credit: 2 hours

This course provides a concise overview of how CFOs and comptrollers can use ChatGPT Agent to revolutionize their financial leadership, automate critical workflows, and amplify strategic oversight. ChatGPT Agent is not just a chatbot—it’s an autonomous digital teammate that browses, codes, creates files, and executes multi-step tasks while remaining under human control. Through guided demonstrations and practical use cases—including variance analysis, tax provision modeling, board-deck assembly, and SAM.gov contract searches—participants will learn how to deploy, supervise, and optimize ChatGPT Agent for high-value financial operations. With built-in sandboxing, memory controls, and real-time scheduling, this technology reshapes what it means to “do” finance. Learn to lead in an AI-powered world where your new teammates are intelligent, proactive, and tireless.

Topics Covered:

• What is ChatGPT Agent and why it matters for finance
   
• Top 10 emerging AI-powered CFO workflows
   
• AI agent best practices and compliance safeguards
   
• Automation use cases: tax, audit, treasury, and reporting
   
• Strategic synergy audits and internal knowledge analysis
   
• Scheduling agents and supervising autonomous workflows
   
• Managing AI risk, sandboxing, memory, and data security
   

Learning Objectives:

• Define ChatGPT Agent’s core functions and financial applications
   
• Demonstrate how to launch and supervise ChatGPT Agent tasks
   
• Evaluate risks, privacy, and compliance considerations in finance
   
• Design prompts for variance analysis, tax planning, and board prep
   
• Apply agent workflows to automate recurring finance functions
   
• Integrate scheduling and replay features for strategic oversight
   
• Assess the impact of AI agents on team structure and skill development
   

Prerequisite Knowledge: A working knowledge of financial statements, Excel workflows, and cloud file storage is recommended.  Prior exposure to ChatGPT is required.

NASBA Field of Study: Information Technology.