Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This comprehensive certificate program explores the strategic implementation of generative artificial intelligence in accounting practices. The course examines the evolution of AI through six distinct waves, from predictive to embodied AI, with particular focus on current developments in generative, perceptive, and embedded AI. Participants will learn to develop and execute AI strategies that enhance operational efficiency while maintaining professional standards and ethical integrity. Through practical frameworks and real-world applications, the program demonstrates how accounting professionals can leverage AI to transform workflows, improve decision-making, and deliver enhanced value to clients.
The major topics covered in this course include:
- Introduction to AI Evolution: Understanding the six waves of AI development and their implications for accounting.
- AI Strategy Development: Creating and implementing comprehensive AI adoption frameworks.
- Operational Integration: Techniques for embedding AI into existing accounting workflows.
- AI Frameworks and Applications: Mastering specific frameworks like A.N.A.L.Y.Z.E., N.A.R.R.A.T.E., and C.O.N.N.E.C.T.
- Ethical Considerations: Implementing the CPA AI Credo and maintaining professional integrity.
- Human-AI Collaboration: Balancing automation with professional judgment.
- Risk Management: Addressing challenges in AI adoption and data security.
- Performance Metrics: Establishing and tracking AI implementation success metrics.
- Future Preparedness: Anticipating and adapting to emerging AI developments.
Speak to an Advisor
To speak to an advisor, please fill out this form.
Schedule
| Date | Topic | Key Takeaways |
|---|---|---|
|
May 5, 2025 1:00 p.m. – 4:00 p.m |
Six Waves of AI Evolution |
|
|
May 7, 2025 1:00 p.m. – 4:00 p.m |
Advanced Generative AI Starter Strategy |
|
|
May 8, 2025 1:00 p.m. – 4:00 p.m |
Advanced Generative AI Readiness and Impact Framework |
|
Key Takeaways
After completing this course, participants will be able to:
- Analyze the six waves of AI evolution and their impact on the accounting profession.
- Design comprehensive AI strategies aligned with organizational goals and professional standards.
- Evaluate various AI tools and frameworks for specific accounting applications.
- Implement ethical guidelines and best practices for AI adoption in accounting.
- Develop metrics for measuring AI implementation success and ROI.
- Create effective policies for managing AI integration and risk.
- Apply AI frameworks to enhance operational efficiency and client service.
- Synthesize human expertise with AI capabilities for optimal outcomes.
- Assess emerging AI trends and their implications for future accounting practices.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
This course is designed for CPAs, accounting professionals, and financial leaders who seek to strategically implement AI technologies in their practice while maintaining professional standards and ethical integrity.
Need Approval to Attend
Attendance Requirements
To earn your CPD hours and Digital Badge you must attend 2 of 3 live sessions. We understand that sometimes unplanned absences happen. Please reach out to our Operations Team if you're unable to attend a session as scheduled.
CPA Ontario AI Paper
In our thought leadership paper, Trust in New Frontiers: Putting AI Governance into Practice we examine how CPAs, guided by technical expertise and high ethical standards, can lead the charge in strengthening AI governance and building public trust.
Discover how CPAs can champion responsible AI governance and help organizations to embrace AI with confidence and integrity.
How to Access the Course
We're pleased to invite you to register for our Certificate courses. Whether or not you're a CPA, you're more than welcome to join us on this learning journey. To get started, you'll need to create an account. Don't worry if you don't have a CPA Ontario ID yet; you can easily set up your account right here. Let's begin your learning adventure together.
This CPA Ontario course is a live certificate program, delivered over three, half-day, sessions. We recommend you join five minutes prior to the scheduled starting time of each session. Recordings of all sessions will be available to all registrants.
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the certificate program to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Garrett Wasny, MA, CMC, CITP/FITP, is an award-winning Internet analyst, professional development technologist and former Price Waterhouse management consultant. He's authored three books, published 100+ articles and delivered more than 1,000 seminars and webinars on Internet search to accounting organizations worldwide. Full disclosure: Garrett is an independent practitioner who provides objective information and is not affiliated with any vendor.