Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Join CPA Ontario for a dynamic one-day virtual conference that explores how artificial intelligence is transforming the accounting profession. Whether you're just beginning your AI journey or looking to deepen your knowledge, you'll gain actionable insights, real-world examples, and forward-thinking strategies to elevate your practice and future-proof your career.
Early Bird Sale: Save $50 off this conference by registering before September 10, 2026. Promotion cannot be combined with other offers or Passport. Access the Early Bird Sale by logging into your account.
Agenda
Conference Agenda
Host Opening Remarks
David Fortin, CPA, Microsoft MVP| Excel & Copilot Professional
Opening Keynote
Topic | Industrial and Economic Shift in the Age of AI: How AI is reshaping industries, productivity, and global economic trends
Topic | The Strategic AI Advantage: Building the AI business case, and scaling beyond pilots
Topic| Applied AI Use Cases in Finance & Professional Services (Automation and workflow transformation)
Topic| AI Beyond The Hype: Unlocking Opportunities to multiply workforce impact and drive productivity, growth and innovation.
Topic | AI as a Leadership Challenge: Managing Data Leakage, Ethics, Governance and Risk in the Enterprise
PANELISTS:
Dr. Andrea Ruotolo, President, Global Council for Responsible AI, Senior Executive, Leading AI Operations & Governance
Cathy Cobey, FCPA, FCA, EY Global Responsible AI Leader – Assurance
Asif Mohammed, Partner, Risk, Performance and Technology Advisory Services at Richter
Danielle Gifford, Managing Director of AI & Cloud, PwC Canada & Ahmad Haj Mosa, Director of AI Foundry at PWC | PhD, Machine Learning, GenAI, Driving Innovation
Topic | Goals, Guardrails, and Go-Live: A Framework for Agentic AI Readiness
Host Closing Remarks
David Fortin, CPA, Microsoft MVP | Excel & Copilot Professional
Speaker(s)
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David Fortin, CPA, Microsoft MVP, and LinkedIn Learning instructor. He shares practical insights on Microsoft Copilot on his YouTube channel, which has been viewed more than 8,000,000 times. With a background in Financial Planning & Analysis (FP&A) for a SaaS startup, David was instrumental in raising $30 million in venture capital funding and played a key role in the company’s successful exit, valued at hundreds of millions. Known for his dynamic and energetic personality, David is passionate about helping people through his online courses on Microsoft Copilot taken by more than 125,000 learners. What sets him apart is his ability to make learning fun and engaging, bringing a unique energy to his videos that truly resonate with his audience. |
| OPENING KEYNOTE SPEAKER | |
TBD |
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| CLOSING KEYNOTE SPEAKERS | |
| Danielle Gifford is the Managing Director of AI at PwC Canada, where she leads the strategic growth of the firm’s Data and AI Practice. With more than 15 years of experience, she specializes in commercializing advanced technologies including artificial intelligence, data analytics, and cloud platforms. Her work spans both public and private sectors, helping organizations navigate AI strategy, governance, and implementation with a hands-on, results-driven approach. |
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| Ahmad Haj Mosa is an AI and technology leader with experience in both academia and the corporate world. He currently serves as Director and Head of Digital Factory at PwC Europe. In his role, he spearheads AI initiatives in various sectors including healthcare, energy, tax, legal, and financial services. In addition to managing a team of over 20 developers and data scientists, he has also been instrumental in the development of 18+ ML products. |
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| FEATURED SPEAKERS | |
| Robin Gainer, GTM @ Cohere | Angel investor in Canadian tech. He helps enterprises adopt GenAI/LLMs quickly, securely, and effectively to produce real ROI. He’s passionate about technology and has a background in sales, business development, partnerships, strategy, and operations. He was recommended by Mèlika Carroll, Head of global government affairs and public policy at Cohere, who is also a member of of advisory council on Artificial Intelligence in Canada. | |
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Chad Davis, CPA, CA, Co-Founder & Partner at LiveCA LLP & AutomationTown.io, Member of our Technology Leadership Team at CPA Ontario. LiveCA is one of Canada's first virtual CPA firms. He started AutomationTown, an automation and AI community for accountants to learn, network and support each other. He shares daily videos of tools accounting firms can use for their workflows. |
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Jeff Butler, Founder Trinity Fix, Speaker, Author & Workplace Strategist . Jeff Butler is an author and workplace strategist who explores what organizations need to do to navigate uncertainty. His experience spans over 40 industries in 4 continents on how different cultures and employees interact with each other. He studies common threads of behavior in industries and helps organizations create workplaces where employees thrive in a rapidly changing work. |
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| Dr. Andrea Ruotolo, President, Global Council for Responsible AI Canada, Senior Executive, Leading AI Operations & Governance. With 20+ years of global leadership experience, she works with executives, leaders, and professionals solve real problems, shift mindset, and make better decisions using clear frameworks, practical tools, and values-driven leadership. Her work spans executive coaching, AI readiness, leadership development and business consulting. | |
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Cathy Cobey is a thought leader in Responsible AI, guiding organizations through the intersection of technology, ethics, and governance. As EY’s Global Responsible AI Leader for Assurance, she shapes EY’s Responsible AI framework and collaborates with corporate executives to manage the risks of transformative technologies. Cathy also contributes to global Responsible AI standards through advisory roles with organizations like the World Economic Forum, AICPA and NIST. Cathy Cobey – EY Global Responsible AI Leader, Assurance | EY - Global, (37) Cathy Cobey | LinkedIn |
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Asif Mohammed, Partner, Risk, Performance and Technology Advisory Services at Richter. Asif brings a thoughtful and disciplined perspective to governance, risk, and cybersecurity matters. He works with organizations operating in increasingly complex regulatory and digital environments, helping leaders understand enterprise and technology risk in practical terms and translate it into clear, well‑informed decisions. |
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Disclaimer
The views expressed in the course are non-authoritative and have not been formally endorsed by CPA Ontario and do not reflect the views of CPA Ontario. The information included in the course is for general information purposes only.
CPA Ontario, the presenters and the authors do not accept any responsibility or liability that might occur directly or indirectly as a consequence of the use or application of or reliance on this material.
How to Access the Conference
This CPA Ontario PD conference is hosted on the innovative RingCentral (formerly Hopin) platform. An email invitation with a link to join the event on the RingCentral platform will be sent closer to the date.
Please check your Junk and Spam folders and ensure no-reply@events.ringcentral.com has been added to your safe addresses. We recommend you join five minutes prior to the scheduled start time.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
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Testimonials
All the speakers were very knowledgeable and interesting. The topic was explored from many different angles, which kept me intrigued. I would highly recommend.