MYCPE ONE

Reframing AI as a Thought Partner 2 Credits 1.5 Credits

Oct 21, 2026, 03:00 PM EDT

Reframing AI as a Thought Partner 2 Credits 1.5 Credits

  • Rating

    5

  • Published on

    September, 2026

  • Subject Area

    Information Technology

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Oct 21, 2026, 03:00 PM EDT

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Learning Objectives

  • Differentiate between traditional software workflows and using generative AI as an active thought partner.
  • Apply contextual and perspective-based prompting techniques to improve AI-generated financial analysis.
  • Analyze financial reporting, forecasting, and advisory scenarios using AI-assisted questioning and assumption testing.
  • Evaluate AI-generated outputs for accuracy, missing information, bias, and unsupported conclusions.
  • Apply human review, confidentiality, governance, and professional judgment when integrating AI into accounting workflows.

Course Overview

Artificial intelligence can offer far more value than simply automating routine tasks. For accounting professionals, the real opportunity is to use AI as a thought partner that can question assumptions, organize complex information, simulate perspectives, and strengthen professional analysis while keeping human judgment firmly in control.

This course explores how generative AI differs from traditional accounting software and why context, perspective, constraints, and structured prompting materially improve output quality. Participants will examine practical applications across financial reporting, client meeting preparation, forecasting, scenario analysis, and advisory work, along with techniques for challenging assumptions and generating more useful follow-up questions.

Major Topic:

  • AI as a thought partner versus traditional software
  • Context, perspective, and structured prompting
  • Accounting applications for reporting and client preparation
  • Forecasting, scenario analysis, and assumption testing
  • Human judgment, professional skepticism, and oversight
  • AI confidentiality, governance, and responsible-use guardrails

The course also addresses responsible AI use, including confidentiality, hallucination risk, governance, documentation, professional skepticism, and human review. Through practical workflows and accounting-focused case studies, participants will learn how to integrate AI into professional practice without delegating accountability, ethical judgment, or final conclusions to the technology.

For more Artificial Intelligence-related courses, Click Here.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1.5 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible

Additional Information

Credits

2

Credits

1.5

Course Level

Intermediate

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC 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.

Dive into the world of CPA CPE Courses with MYCPE ONE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Gregory Holzel

Gregory Holzel CPA, MBA

Owner, GT Financials PLLC

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Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.


Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.


Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.


Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.


Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.


Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.


Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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Reframing AI as a Thought Partner

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