New
NotebookLM Use Cases for Accountants
Tuesday, Oct. 20, 2026
12:30-2:30 p.m. Central
2 CPE (2 technical)
Course code: 26WX-4481
View pricing
- Thursday, Aug. 13, 2026 - Webinar
- Wednesday, Aug. 26, 2026 - Webinar
- Wednesday, Sept. 9, 2026 - Webinar
- Thursday, Sept. 24, 2026 - Webinar
- Thursday, Oct. 8, 2026 - Webinar
- Thursday, Nov. 5, 2026 - Webinar
- Thursday, Nov. 19, 2026 - Webinar
- Wednesday, Dec. 2, 2026 - Webinar
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
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NotebookLM fundamentals: notebooks, sources, prompts, and outputs.
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Turning financial PDFs into searchable, conversational knowledge bases.
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Audit and assurance use cases: workpaper synthesis and issue tracking.
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Tax and regulatory research: comparing guidance across sources.
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Cross-referencing: tracing claims back to documents for defensibility.
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Drafting deliverables: memos, client notes, and executive summaries.
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Risk controls: confidentiality, data handling, and "trust-but-verify" habits
Learning objectives
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Recognize NotebookLM's core capabilities and accounting-relevant workflows.
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Apply structured sourcing to build reliable client and engagement notebooks.
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Analyze financial and regulatory texts to identify key issues and themes.
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Compare multiple documents to surface inconsistencies and gaps.
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Synthesize evidence into clear memos, summaries, and briefing notes.
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Evaluate output quality using professional skepticism and auditability tests.
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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
|
Standard Member Fee |
$89.00
|
 Standard Nonmember Fee |
$89.00
|
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