The quality of an AI’s output is only as good as the professional’s input. This session moves from "what" AI can do to "how" to do it effectively through the art and science of Prompt Engineering. We will introduce proprietary frameworks (such as the "Context-Task-Constraint" model) designed specifically for complex financial scenarios. Participants will learn how to build "Prompt Libraries" for recurring tasks like IRS response letters, variance analysis narratives, and client communication. We will also explore the rise of Agentic AI—autonomous systems that can handle entire multi-step workflows—and how CPAs can supervise these agents to reclaim up to 20% of their billable week.
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