Surgent's Build an AI Agent with ChatGPT: A Hands-on Lab for Financial Professionals (2 hours)

Overview

This hands-on course introduces accountants, auditors, and finance professionals to agentic AI by simulating autonomous behavior using the basic version of ChatGPT. Participants will use role-play, prompt engineering, and guided interaction loops to create agents that simulate planning, decision-making, and communication workflows. No coding or advanced access is required. Participants will practice designing task-specific prompts, simulating agent autonomy using flipped interaction patterns, and evaluating agent output for risk and effectiveness. This course makes agentic AI accessible to all learners through practical, scenario-based exercises using tools they already have.

Highlights

Agentic simulation using prompt design and structured interaction
Flipped agent/user roles in ChatGPT (autonomy emulation)
Use case walkthroughs: audit Q&A bot, tax helper, financial planning agent
Risk scenarios: hallucinations, scope creep, prompt hacking
Governance, professional skepticism, and documentation best practices

Designed For

CPAs, CFOs, controllers, finance managers, tax professionals, advisors, and financial professionals seeking hands-on experience with AI tools and workflows

Objectives

Understand the building blocks of agentic behavior using basic ChatGPT
Create and simulate task-specific agents using prompt engineering techniques
Practice flipped interaction patterns that showcase autonomous agent workflows
Evaluate agent responses for bias, limitations, and control weaknesses
Apply ethical and professional guidelines to simulated agent deployments

Preparation

Access to ChatGPT during the course is encouraged but not required. Participants can create a free account by visiting chatgpt.com and clicking “Sign Up.”

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!