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.
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
Schedule
| Date/Time | Description |
|---|---|
|
Day 1: Operational December 7, 2026 9:00 a.m. - 12:00 p.m. |
Understanding the Fundamentals of AI in Accounting
Identifying High-Impact AI Use Cases in Accounting
Evaluating the Benefits and Challenges of AI in Accounting
|
|
Day 2: Implementation December 9, 2026 9:00 a.m. - 12:00 p.m. |
Prompt and Context Engineering for Accounting Workflows
Understanding and Using AI Agents
Developing and Managing an AI Implementation Roadmap
|
|
Day 3: Future of the Profession and Ethical AI December 11, 2026 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
|
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.
Speak to an Advisor
To speak to an advisor, please fill out this form.
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.
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.
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.
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.
Need Approval to Attend?
How to Access the Course
This is an instructor led virtual certificate program. To ensure a smooth experience, we recommend logging in five minutes before the scheduled start time of each session.
To help you prepare, please check Blackboard at least two business days before your course starts for the Zoom link, schedule, and materials.
You can find information on registration, cancellation, withdrawal and all other CPA Ontario PD policies here.
Speaker(s)
Tomas Milo, PhD, CPA is an Assistant Professor at Université Laval where teaches accounting, AI, and IT courses to MBA students. Prior to academia, 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 to refine business processes for CPA firms, medical practices, and venture-funded startups. 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.