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Practical AI Prompting for Accountants (ROI/NI)

Summary

A practical introduction to prompt design for accountants. You will learn repeatable prompting frameworks, how to specify role task and format, how to improve output quality through constraints and iteration, and how to apply verification and risk controls for responsible use in professional work.

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Venue details:  
Virtual Class, Online, Zoom
Start date & time:  
24 March 2026 09:00
End date & time:  
24 March 2026 13:00
Price:  
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
5.00 Training Tickets accepted
CPD hours:  
4.00
Schedule details Select session for meeting registration
No sessions have been associated with this event.
Speaker details
Product type:  
CPD course

Format

This session will be delivered via Zoom on Tuesday, 24 March 2026 from 9am to 1pm. The Zoom link will be emailed to participants the day before the course is due to take place.

This course will follow the Virtual Classroom format and encompass two, three-hour sessions. The online interactive live sessions will utilise the functionality of our online learning platform and will be an engaging, collaborative manner of learning. This session will not be recorded , and therefore attendance is required.

Who should attend

Accountants and finance professionals who want practical skills to use Generative AI for drafting, analysis support, reconciliations, research summaries, and clearer communication, while keeping professional judgement and controls. Ideal if you are curious but cautious and want a repeatable prompting method.

Course overview

  • Prompting 101 fundamentals
  • The RTF framework (Role, Task, Format)
  • Context, constraints, and quality criteria
  • “Act as…” roles and perspective prompts
  • Prompt chaining (multi step workflows)
  • Reasoning prompts (when to use, when not to)
  • Atom of Thought prompting (decompose and verify)
  • Socratic prompting (question led clarity)
  • Best practice prompt patterns for accountants
  • Risks, controls, and responsible use (privacy, accuracy, bias, auditability)

Key Learning Outcomes

See, understand and practise the capabilities to:

  • Write clear, repeatable prompts that produce usable first drafts
  • Use the RTF framework to specify role, task, and output format reliably
  • Add the right context and constraints to reduce vague or risky outputs
  • Break complex tasks into chained prompts for better accuracy and control
  • Use Socratic style prompting to sharpen problem definition and assumptions
  • Apply Atom of Thought style decomposition to structure analysis and checks
  • Create prompt templates for common accounting workflows (drafting, summarising, explaining, comparing, outlining, preparing)
  • Spot failure modes (hallucinations, missing caveats, overconfidence) and apply verification steps
  • Apply basic governance habits: confidentiality, data minimisation, and audit friendly documentation of AI use
  • Decide when not to use AI, and how to escalate to human review appropriately

Speaker bio

Kieran Gilmurray MBA MSc PG.Dip. BSc(Hons)
Kieran Gilmurray is a consultant, educator, and author specialising in practical AI adoption for professionals. He helps organisations improve efficiency and decision quality by applying Generative AI responsibly, with clear workflows, governance, and measurable outcomes. Kieran delivers executive and practitioner training across AI strategy, productivity, and risk, translating complex concepts into tools that professionals can use immediately in day to day work.

Note for Legacy CPA Members

Members who joined Chartered Accountants Ireland following the amalgamation on 1 September, please continue to book on the CPA Portal here to ensure you receive your member discount.

Contact us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930

Category:  
Financial reporting, Governance, Strategic finance and management reporting
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