AI – Better Prompts, Better Results

Overview

This is a rebroadcast from AICPA ENGAGE 2026.

Generative AI continues to transform how business professionals approach research, writing, analysis, and decision-making.

Mastering prompt engineering has become a core digital skill as AI tools become more advanced and deeply integrated into platforms like Microsoft 365 Copilot, ChatGPT, Claude, and others.

This session shares proven techniques for crafting effective AI prompts that yield faster, clearer, and more actionable results, whether you’re generating reports, analyzing data, or creating client communications.

Rather than relying on trial and error, participants will learn to:

Structure prompts with precision

Effectively leverage context

Understand the nuances of interacting with various AI systems

With intelligent prompting, you'll unlock higher quality output and maximize your return on AI investment.

Highlights

AI prompt engineering

Generating reports with AI

Automating client communications

Analyzing data with AI

Integrating Copilot, ChatGPT, and Claude

Designed For

Professionals using AI for research, writing, or analysis

Teams adopting Microsoft 365 Copilot, ChatGPT, or Claude

Accounting staff creating reports or client communications

Leaders seeking better ROI from AI tools

Objectives

Recall the four key components of AI prompts.
Identify good examples of prompts used for tasks based on their context, expectations, and output.
Recognize at least four types of tasks that generative AI tools can do when prompted correctly.
Recognize how generative AI can be applied to accounting tasks.

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.