Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a concise overview of AI-powered data visualization and mapping tools and their transformative impact on the accounting profession. Participants will explore how modern tools convert raw financial data into compelling visual insights, enabling faster decision-making, stronger client communication, and enhanced strategic advisory capabilities. The course moves beyond traditional spreadsheet-based analysis into AI-driven dashboards, infographics, and interactive visual environments. Emphasis is placed on responsible use, including data privacy, client consent, and human verification of outputs, ensuring alignment with professional standards. Learners will gain hands-on exposure to leading tools and workflows that allow them to create instant dashboards, visualization boards, and presentation-ready outputs using natural language prompts. By the end of the course, participants will understand how to elevate their role from data preparers to insight communicators in an AI-enabled financial landscape.
Topics Covered:
- AI-powered data visualization fundamentals.
- Evolution from Excel to AI-driven tools.
- Instant dashboards and rapid visualization boards.
- Infographic generation and storytelling techniques.
- Mapping tools for geographic financial analysis.
- NotebookLM and research-to-visual workflows.
- Governance, risk, and responsible AI use.
Note: This course was developed in 2026.
Unlock learning anytime, anywhere with the Blackboard Learn app
Seamlessly access your on demand courses, assignments, and get PD hours on the go. Learn how to download now and elevate your education experience with the convenience of mobile learning.
Key Takeaways
Upon completion of this course, learners will be able to:
- Analyze financial data using AI visualization tools.
- Evaluate the effectiveness of different visual formats.
- Design dashboards and visual reports for stakeholders.
- Interpret trends, patterns, and anomalies visually.
- Apply governance and ethical standards to AI outputs.
- Develop workflows for rapid visualization creation.
- Construct compelling visual financial narratives.
Who Will Benefit
This course is designed for accountants, CPAs, and financial professionals seeking to enhance their analytical impact and communicate insights more effectively in an AI-driven environment.
Prerequisite(s)
- Basic understanding of accounting principles and familiarity with Excel or financial data analysis is recommended.
- Free tier access is sufficient to complete this course. Paid tier access is optional but recommended for learners who want hands-on access to the enterprise and advanced features demonstrated in the course.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer 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)
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.