Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Bridging Finance Expertise with AI Transformation – No Coding Required
The escalating AI talent war is well documented, signaling fierce competition for technical experts. However, this trend also exposes a critical gap: while engineers develop AI models, businesses urgently need strategic leaders who can effectively manage, deploy, and commercialize AI solutions in real-world business settings.
Early Bird Sale: Save $200 on this certificate by registering before August 6, 2026. Promotion cannot be combined with other offers or Passport. Access the Early Bird Sale by logging into your account.
CPAs are often responsible for ensuring financial systems comply with regulations. AI systems that automate financial tasks like fraud detection, forecasting and auditing need to be transparent and auditable. As CPAs now serve as strategic advisors, their input is important in guiding tech investments, ROI on AI tools and ethical implications.
AI Product Management is important for CPAs because it gives them the ability to explain AI models, build and test controls and safeguards and engage better with internal and client systems.
Topics Covered:
- AI Fundamentals for Business Leaders
- AI Product Lifecycle: From 0-1 to Scale
- Stakeholder Mapping, Change Management & Funding
- Go-to-Market (GTM) for AI-Enabled Products
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Schedule
| Date / Time | Description |
|---|---|
|
October 6, 2026 9:00 a.m. – 1:00 p.m. |
AI Fundamentals for Business Leaders
AI Product Lifecycle: From 0-1 to Scale
|
|
October 13, 2026 9:00 a.m. – 1:00 p.m. |
Stakeholder Mapping, Change Management & Funding
|
|
October 20, 2026 9:00 a.m. – 1:00 p.m. |
Go-to-Market (GTM) for AI-Enabled Products
|
Key Takeaways
By the end of this certificate, participants will be able to:
- Communicate AI concepts to both technical teams and executive stakeholders.
- Contribute to AI product roadmaps, commercialization plans, and risk reviews.
- Lead GTM, onboarding, and adoption strategies for AI tools in finance, audit, and client services.
- Enhance client engagement through data-driven insights and AI-enabled value offerings.
- Navigate the ethical, compliance, and governance requirements of AI applications.
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
CPAs and finance professionals who are driving or influencing AI adoption in business settings.
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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.
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)
Wei Yang, MBA, FRM is a seasoned and results-driven leader in business-technology transformation, specializing in consulting, modernization, and change management. With expertise spanning product development, strategic management, and program governance, she has a deep focus on the financial services sector, including capital markets, treasury, and wealth management. Currently serving as a Director at Scotiabank, Wei plays a key leadership role in shaping the global wealth management product strategy. In her previous positions, she led global capital markets engineering and consulting teams, driving large-scale business platform modernization initiatives. Wei holds an MBA from the Rotman School of Management, specializing in Consulting, Strategy, and Change Management. She also holds a bachelor’s degree in finance from the University of Toronto and is a certified Financial Risk Manager (FRM).