January 15, 2027

Webinar

2 CPE Credits

Webinar (CPA Crossings): NotebookLM Use Cases for Accountants 🗓️

January 15, 2027
Webinar
2 CPE Credits

Webinar (CPA Crossings): NotebookLM Use Cases for Accountants 🗓️

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    Instructor

    Garrett
    Wasny

    View Bio

    Garrett Wasny, MA, CMC, CITP/FIBP

    Bio

    Garrett is an award-winning speaker and professional development consultant to professionals worldwide. He will help you to thrive in the digital age and unleash your online potential using productivity, search, mobile and social technologies.

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.

Learning Objectives

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

Major Topics

The major topics that will be covered in this course include:

  • NotebookLM fundamentals: notebooks, sources, prompts, and outputs
  • Turning financial PDFs into searchable, conversational knowledge bases
  • Audit and assurance use cases: workpaper synthesis and issue tracking
  • Tax and regulatory research: comparing guidance across sources
  • Cross-referencing: tracing claims back to documents for defensibility
  • Drafting deliverables: memos, client notes, and executive summaries
  • Risk controls: confidentiality, data handling, and “trust-but-verify” habits

CPE Credits Available

2 CPE Credits
2
Information Technology

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Accounting
  • Artificial Intelligence (AI)
  • Tax

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Accountants, auditors, tax professionals, and finance leaders who want faster, evidence-grounded research and better document synthesis without sacrificing professional judgment.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 89 89
    Join

  • COCPA Non-Member

    $ 116 116
    Your Price

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