Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Prepare your organization for the future by integrating AI in your operations. This certificate provides an overview of how AI is transforming the accounting and finance profession, focusing on finding and applying your first AI use case. You will learn how to evaluate and prioritize AI opportunities, use AI in real-world scenarios, and understand the business trade-offs involved.
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The course also covers strategies for managing AI-driven change and ensuring responsible AI deployment to reduce risks. You will learn how to align AI strategies with business goals and assess real-world use cases to improve productivity. Practical tools and examples in accounting and finance will help you navigate the complexities of AI implementation while balancing business needs and risks.
Topics Covered:
- Identifying and Applying AI Use Cases in Accounting and Finance
- Evaluating and Prioritizing AI Opportunities
- Managing AI-Driven Change in Your Organization
- Responsible AI Deployment and Risk Mitigation
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Schedule
Date/Time | Description | Location |
---|---|---|
Day 1: Operational January 27, 2025 9:00 a.m. - 12:00 p.m. |
Understanding the Basics of AI in Accounting
Identifying High-Impact AI Use Cases in Accounting
Evaluating the Benefits and Challenges of AI in Accounting
|
Virtual via Zoom |
Day 2: Implementation January 30, 2025 9:00 a.m. - 12:00 p.m. |
Evaluating and Prioritizing AI Opportunities
Building the Right Infrasructure for AI
Training and Managing AI-Driven Projects
|
Virtual via Zoom |
Day 3: Future of the Profession and Ethical AI February 4, 2025 9:00 a.m. - 1:00 p.m. |
The Future of Accounting in an AI-Driven World
Managing AI-Driven Change in Firms
Responsible AI and Ethical Considerations
|
Virtual via Zoom |
Key Takeaways
Upon completion of this course, you will be able to:
- Identify and apply AI use cases to improve productivity in accounting and finance.
- Learn how to evaluate, prioritize, and implement AI opportunities while managing business trade-offs.
- Understand strategies for managing AI-driven change and deploying AI responsibly to reduce risks.
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 looking to innovate through AI and improve their organization’s efficiency. No prior AI experience required, but a basic understanding of business operations is helpful.
Need Approval to Attend
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.
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.
How to Access the Course
This CPA Ontario course is a live virtual certificate program delivered over three live 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 course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Tomas Milo is a CPA and PhD candidate in Management (Accounting specialization) at McGill University, where he combines his accounting expertise with Data Science and empirical research. Previously, Tomas worked at KPMG in their Audit, Deal Advisory, and Data Science departments, where he developed his skills in analyzing financial data and automating accounting processes. Tomas is the principal consultant at Sigma Optimized, where he leverages AI and analytics tools to refine business processes for CPA firms, medical practices, and venture-funded start ups. Tomas is also a member of the United Nations Framework Classification (UNFC) Taskforce, and he presented his research at the United Nations Resource Management Week 2024 in Geneva.