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

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.

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

• 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

• 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

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