Ctrl + Shift + Finance: Marvin Galang Shares AI Workflows for CPAs at PICPA Event

MARVIN Galang, CEO of Juan by JuanTax, spoke at the PICPA Finance Learning Academy event, Ctrl + Shift + Finance: Empowering the Finance Professional for the Future, held at the Bayanihan Center at the MK Tan Hall last September 18, 2026. 

The venue was filled with members of the PICPA association from the Western Metro Manila Chapter. The event was scheduled to have four speakers talk about various topics on Finance and Management, with a promise to attendees that they would earn eight CPD units upon completion of all the sessions.

His topic, Automate It Once: Building Repeatable AI Workflows for Corporate Finance Teams, provided CPAs and finance professionals with relevant and eye-opening insights on the changes in artificial intelligence (AI) and how it can improve their current workflow. 

Mr. Galang’s presentation started with a reference to the fictitious AI from Marvel Comics, JARVIS (Just A Rather Very Intelligent System), and how we now have our own version of Tony Stark's famous AI. From this point, Galang gave an introductory lesson on how an individual can use AI in their work by first explaining the difference between how AI was used a couple of years ago and how AI has now adapted and improved for user experience and efficiency. 

From Large Language Models (LLMs) to Recursive Language Models (RLMs), Galang noted that AI has now evolved from simply taking in a prompt and providing an answer to having a more refined process of inspecting, decomposing, calling, verifying, and continuing. Thus, creating a repeatable loop from a response. 

Afterwards, Galang underscored how the audience can use AI systems like ChatGPT to create repeatable workflows and processes with their team. From an idea to a whole system, Galang asserts that the attendees can start in five moves: (1) picking a harness, (2) starting their library, (3) writing one skill, (4) wiring one recurring job, and (5) never doing one-off work. 

“If you have to ask for something twice, you failed,” Marvin shared. Essentially encouraging participants to skillify everything by capturing the method, keeping the evidence, and wiring the repeat. 

If your business is ready to modernize your firm’s finance workflows, you and your team can explore our full library of on-demand training and certifications at Juan. You can also book a call with our team to see how Juan by JuanTax can help build automated, BIR-compliant systems tailored to your business.