Instructor
Wesley Hartman
Instructor
Wesley Hartman is the Founder of Automata Practice Development. He started in Information Technology in 2005 and specifically in IT for accounting in 2009 at Kirsch Kohn and Bridge, an accounting firm with 80 years of history.
At Kirsch Kohn and Bridge, he pioneered an RPA platform in 2014 with an automation to input K-1 data from a spreadsheet into tax software. From there he grew the platform to include, data mining, custom emailing and invoicing, and decision making. He has spoken at conferences to share his knowledge and experience in robot engineering along with other topics relating to technology and efficiency.
He is part of the AICPA Engage Tech+ committee and speaks at the AICPA Engage conference on how to implement emerging technology and methods for making practices more efficient using technology.
His focus is on analyzing procedures with the mindset of engineering efficiency and process improvement. He will break down tasks into pieces to look at all the cogs in the machine in order to find ways that technology can evolve and transform accounting.
Wesley holds a Bachelor's of Science in Computer Engineering and worked on an autonomous vehicle project, so automation is part of his identity. He also practices martial arts, enjoys building furniture in his garage, and puts together a haunted maze in his driveway for Halloween.
This hands-on workshop moves participants from asking AI questions to delegating substantive work to AI agents. Using Claude and ChatGPT side by side, participants distinguish an agent from a chat, then work through escalating exercises: building a project workspace with standing instructions and a handoff brief, directing a browser agent through a multi-step web task, packaging a repeatable process into a reusable skill, building and scheduling a custom agent, and generating a working tool from a plain-English description. The session emphasizes the guardrails, checkpoints, and permissions that keep agentic work safe, and helps participants judge which tool fits a given task.
Upon completion of this course, participants will be able to:
720 S. Colorado Blvd, Suite 500N, Glendale, Arapahoe County, Colorado 80246
Get DirectionsComfort writing basic prompts in Claude or ChatGPT
Before the session, install the Claude and ChatGPT desktop apps and sign in to a paid account of each on a fully charged laptop.
Professionals comfortable with basic AI prompting who want to move from chatting to delegating work to AI agents.