July 21, 2026


Vendor Webinar


2 CPE Credits

Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals

July 21, 2026
Vendor Webinar
2 CPE Credits

Surgent's Build an AI Agent With ChatGPT: A Hands-on Lab for Financial Professionals

  • Instructor

    Cory
    Ng

Learning 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

Major Topics

  • 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

CPE Credits Available

2 CPE Credits
2
Information Technology

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced 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.”

Intended Audience

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

Provider

Surgent

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