Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This updated five-course bundle is designed to empower CPAs and finance professionals with the tools, strategies, and mindsets needed to thrive in the AI era.
Courses Include:
AI FAQs for Accountants (Update 2026)
This course provides a concise overview of the most frequently asked questions accountants have about artificial intelligence and how it is transforming modern accounting practice. Rooted in real-world scenarios and designed for immediate application, this course will guide participants on how AI works, where it fits in accounting workflows, and how to adopt it responsibly.
AI Lessons Learned for Accountants (Update 2026)
This course provides a concise overview of the real-world lessons accounting professionals have learned while experimenting with artificial intelligence tools across audit, tax, advisory, and firm operations. Drawing on practical insights from early AI adopters, the course explores what works in practice, what common mistakes firms make during AI pilots, and how accountants can adopt AI responsibly and effectively.
AI Prompt Engineering Masterclass (Update 2026)
This course provides a concise overview of advanced prompt engineering techniques tailored specifically for accountants seeking to master generative AI tools such as ChatGPT, Claude, Perplexity, and others. Participants will learn how to interact with AI as a thinking partner, not just a tool, and harness its full potential for financial modeling, tax research, audit analysis, workflow automation, and advisory services.
ChatGPT and Advanced Accounting Research (Update 2026)
This course provides a concise overview of how modern AI tools are transforming the way accountants conduct complex research, interpret regulations, and generate decision-ready insights. It explores the seismic shift from traditional search engines like Google, to intelligent conversational AI that not only retrieves information but collaborates, critiques, and generates high-level financial insights.
Generative AI Strategy for Accountants (Update 2026)
This course provides an overview of how generative AI is reshaping the accounting profession and how firms can build a practical strategy for responsible adoption. Participants will explore real-world case studies from global, mid-tier, and boutique accounting firms demonstrating how AI is transforming tax research, audit workflows, bookkeeping operations, financial planning, and client advisory services.
Note: The content in this bundle was developed in March 2026.
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Key Takeaways
Upon completion of this bundle, you will be able to:
- Understand how AI functions as a collaborative analytical partner while reshaping accounting workflows and processes.
- Apply prompt-engineering techniques to improve AI accuracy and usefulness.
- Design strategies for integrating AI into accounting workflows and client services.
- Assess governance frameworks, security principles, and policies that enable responsible AI adoption.
- Evaluate risks associated with AI outputs, including hallucinations, bias, privacy, security, and governance concerns.
- Identify common mistakes firms make during early AI pilots and assess realistic expectations for efficiency and ROI.
Who Will Benefit
This bundle is ideal for accountants, auditors, controllers, and financial professionals who are eager to integrate AI into their practice without any prior programming knowledge.
Bundle Notes:
- Familiarity with accounting workflows and basic AI concepts is recommended but not required. No programming experience necessary.
- Each course references a blended AI toolkit of ChatGPT, Claude, DeepSeek, Gemini, Grok, Manus, Microsoft Copilot, and Perplexity.
- Free tiers support all core workflows in the course. Certain enhanced workflows may require paid-tier access. Learners using the free tier can still follow along conceptually and get a valuable ‘test-drive’ of these advanced workflows to decide whether upgrading may be beneficial.
- Paid tiers are optional; they simply remove or raise those caps and unlock priority queues - useful but never mandatory
- No installs needed: a modern browser and Wi-Fi suffice.
- Optional Office 365 license if learners want to replicate Copilot-in-Excel demos in real time.
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)
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.