Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course addresses the immediate and unprecedented technological disruptions facing our profession. The integration of artificial intelligence into financial services has fundamentally transformed our operational landscape, creating a severe "Accountability Gap" where technical capabilities frequently outpace institutional governance. By selecting this comprehensive course, you are taking a critical and proactive step to protect your practice, your firm, and the public interest in the algorithmic age.
Structured across four highly focused modules, this course confronts the structural realities of modern technology, from the profound dangers of automation bias and the 98 percent trap to the immediate professional liabilities of Shadow AI, deepfake fraud, and opaque "black box" algorithms. You will learn that while efficiency tools are evolving rapidly, your non-delegable duty of care remains absolute, and there is absolutely no algorithm for ethics, professional standards, or good governance.
You will leave this course armed not just with regulatory awareness, but with highly operational defense mechanisms. By mastering the Triangulation methodology, Out-of-Band verification protocols, and an AI Risk Framework, you will be fully prepared to lead with integrity, ensure your professional resilience, and safely deploy these powerful technologies.
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:
- Define your non-delegable duty of care and navigate the "Accountability Gap" between AI capabilities and professional standards.
- Apply the Triangulation methodology to independently verify AI outputs and combat factual, reasoning, and citation hallucinations.
- Implement strict Out-of-Band (OOB) verification protocols to defend against multi-agent AI, voice cloning, and executive deepfake fraud.
- Audit opaque algorithms and identify the four operational types of algorithmic bias to ensure human rights fairness.
- Design comprehensive firm-level governance policies to mitigate Shadow AI confidentiality breaches and establish "kill-switches" for autonomous agentic systems.
- Deploy an AI Risk Framework to evaluate AI tool complexity and stakes, and apply the Signature Accountability Protocol to certify your independent judgment.
Who Will Benefit
- Canadian CPAs and accounting professionals who are actively integrating AI into their tax, audit, and advisory workflows and need to protect their professional standing.
- Firm leaders, partners, and managers responsible for designing organizational AI governance, risk management policies, and managing vicarious liability.
- Auditors and assurance professionals navigating complex, opaque AI-driven client data and addressing the Canadian Public Accountability Board's "black box" concerns.
- Controllers and finance teams seeking practical defense mechanisms and "digital skepticism" strategies against sophisticated AI-enabled cybercrime and executive impersonation.
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 if 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 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)

David Trahair, CPA, CA, is a financial trainer, best-selling author and CPA Magazine columnist. His books include Smoke and Mirrors, Enough Bull, Crushing Debt, Cash Cows, Pigs and Jackpots, and The Procrastinator’s Guide to Retirement. His views are totally independent because he does not sell any financial products. He currently operates his own financial training firm and offers seminars to organizations.