Webinar

NotebookLM Use Cases for Accountants

If you have questions about this event, please call us at 952-831-2707.

---

This course provides a concise overview of how accountants can use Google NotebookLM (powered by Gemini) as a practical research, synthesis, and knowledge-management companion for high-trust work. You'll learn how to convert static financial statements, audit workpapers, client documents, and regulatory guidance into a structured, conversational knowledge base-so you can query, summarize, compare, and cross-reference sources with greater speed and clarity. This course emphasizes disciplined workflows such as source control, evidence-grounded outputs, and professional judgment so NotebookLM strengthens your analysis instead of replacing it.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

• NotebookLM fundamentals: notebooks, sources, prompts, and outputs.
• Turning financial PDFs into searchable, conversational knowledge bases.
• Audit and assurance use cases: workpaper synthesis and issue tracking.
• Tax and regulatory research: comparing guidance across sources.
• Cross-referencing: tracing claims back to documents for defensibility.
• Drafting deliverables: memos, client notes, and executive summaries.
• Risk controls: confidentiality, data handling, and "trust-but-verify" habits

Learning objectives

• Recognize NotebookLM's core capabilities and accounting-relevant workflows.
• Apply structured sourcing to build reliable client and engagement notebooks.
• Analyze financial and regulatory texts to identify key issues and themes.
• Compare multiple documents to surface inconsistencies and gaps.
• Synthesize evidence into clear memos, summaries, and briefing notes.
• Evaluate output quality using professional skepticism and auditability tests.
• Design repeatable use-case templates for tax, audit, and advisory teams

Who should take this program?

• Accountants, auditors, tax professionals, and finance leaders who want faster, evidence-grounded research and better document synthesis without sacrificing professional judgment.

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.