ChatGPT Agent for CFOs and Comptrollers

This course provides a concise overview of how CFOs and comptrollers can use ChatGPT Agent to revolutionize their financial leadership, automate critical workflows, and amplify strategic oversight.

ChatGPT Agent is not just a chatbot – it’s an autonomous digital teammate that browses, codes, creates files, and executes multi-step tasks while remaining under human control. Through guided demonstrations and practical use cases—including variance analysis, tax provision modeling, board deck assembly, and SAM.gov contract searches—participants will learn how to deploy, supervise, and optimize ChatGPT Agent for high-value financial operations.

With built-in sandboxing, memory controls, and real-time scheduling, this technology reshapes what it means to “do” finance. Learn to lead in an AI-powered world where your new teammates are intelligent, proactive, and tireless.

Topics Covered:

• What Is ChatGPT Agent and Why It Matters for Finance
• Top 10 Emerging AI-Powered CFO Workflows
• AI Agent Best Practices and Compliance Safeguards
• Automation Use Cases: Tax, Audit, Treasury, and Reporting
• Strategic Synergy Audits and Internal Knowledge Analysis
• Scheduling Agents and Supervising Autonomous Workflows
• Managing AI Risk, Sandboxing, Memory, and Data Security

Target Audience:

This course is ideal for CFOs, comptrollers, and finance leaders seeking to delegate routine tasks, amplify their strategic role, and responsibly integrate generative AI into their financial operations.