Course 1 · on ChatGPT

The Governed Workflow, on ChatGPT

If your organization standardized on ChatGPT, the course runs there. Projects and custom GPTs hold the card as the standing instruction; file analysis handles the spreadsheets and PDFs; the method is identical.

Half day · 2.5 hours · up to 20 · your office in Calgary or online anywhere in Canada · $4,500

Why this tool

The pattern does not care which tool it runs on. What matters is that the card is written precisely enough for the tool to follow and for a colleague to reproduce, and that a named person approves the output.

In the room

The same course, on the tool you have.

The shared example, an AP sub-ledger to GL reconciliation, run in a ChatGPT Project: the tie stays in the query, the tool reads the trial balance PDF, classifies, and drafts.
Each person's own process, in a Project or a custom GPT, on the seven-line card.
The control layer: workspace settings, what never goes in, the named approval, the record.
Where ChatGPT differs from Claude and Copilot for this work, said plainly.

Consumer ChatGPT accounts are not the right footing for confidential finance data. The setup guide covers what your organization's plan allows.

Usually 9:30 to 12:00 or 2:00 to 4:30. Other times are fine. Full outline, outcomes, and the PDF on the course page.

About your data

Courses teach on practice files that look like a finance team's real work, so nothing confidential has to leave the building to learn the method. Each person then applies it to one file of their own, under their own organization's policy; the setup guide we send ahead of the course says what that requires, and a sanitized copy is fine. The pattern itself is the protection: the export is a read-only copy, a named person is the approval gate, and nothing posts to the books without that approval. For the grant, your organization deals with the Alberta portal directly; we never hold trainee personal information.

Instructor

Neil Perejma

Founder, 1113 Technologies

Twenty years building and running the planning, consolidation, and close systems Canadian head offices depend on, and training the finance teams that use them. Founder of EPM ONE Consulting (2016). Has worked with Claude and Claude Code inside that work since 2024. More about Neil.

Call for a conversation.

Twenty minutes, no deck.

Let's talk