Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This 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 Prompt Engineering for Accountants
This course provides a concise overview of AI prompt engineering principles 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. With an emphasis on co-intelligence and iterative engagement, this course empowers accounting professionals to speak the “language of AI,” unlock deeper insights, avoid common pitfalls like sandbagging and hallucination, and guide AI to deliver outputs with greater clarity, accuracy, and creativity.
Generative AI Strategy for Accountants
This course provides a concise overview of how accountants can strategically adopt and integrate generative AI technologies to enhance their practice. This course draws from real-world applications to illuminate how AI augments client service, streamlines workflows, and supports compliance. Participants will explore how generative AI tools like ChatGPT, Eleven Labs, Harvey, and image/video generators can be embedded in accounting routines across text, voice, image, and data modalities. The session also addresses current adoption gaps, emphasizes AI literacy, and provides a starter playbook to help CPAs future-proof their roles and reimagine their value in an AI-first economy.
ChatGPT and Advanced Accounting Research
This course provides a concise overview of how accountants can transform their research practices using ChatGPT and other cutting-edge AI tools. 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. Participants will learn how to harness AI as a research partner for analyzing standards, streamlining compliance, and automating financial reporting. The course introduces the concept of AI personas, prompt priming, and scheduled tasks, offering a roadmap for mastering AI-powered ecosystems like ChatGPT, Claude, Gemini, DeepSeek, and Microsoft Copilot in the accounting domain.
AI Lessons Learned for Accountants
This course provides a concise overview of the essential lessons learned from cutting-edge artificial intelligence (AI) applications in the accounting profession. Grounded in real-world examples and forward-facing metaphors, the course reframes AI not just as a tool, but as a synthetic teammate that mirrors the accountant’s consciousness, reshapes collaboration, and ignites strategic reinvention. From voiceprint prompting to vibe accounting and beyond, participants will explore how intentional AI engagement can transform financial analysis, elevate decision-making, and redefine what it means to be an accountant in the era of intelligent systems.
AI FAQs for Accountants
This course provides a concise overview of the most frequently asked questions accountants have about artificial intelligence and offers clear, empowering answers that demystify the technology. Rooted in real-world concerns and designed for immediate application, this course equips CPAs and accounting professionals with foundational knowledge, practical workflows, and strategic frameworks to confidently engage with AI tools. Participants will learn how to navigate AI risks, safely implement GenAI, and leverage AI as a mindset shift rather than just a tech upgrade. With practical insights from prompt parties to privacy protocols, the course helps transform fear into fluency and hesitation into innovation.
Note: The content in this bundle was developed in May 2025.
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Key Takeaways
Upon completion of this bundle, you will be able to:
- Fundamentals of AI prompt engineering in accounting.
- Dynamic roles: shifting between creative director, troubleshooter, and domain expert.
- Define generative AI and contrast it with legacy AI systems.
- Identify key applications of AI in accounting practices.
- Differentiate between manual and AI-enhanced accounting research.
- Create AI personas to generate targeted, role-specific insights.
- Create innovative content using AI-generated financial narratives.
- Reflect on the ethical and emotional implications of AI-human collaboration.
- Describe how AI can be safely integrated into accounting workflows.
- Distinguish between AI myths and current realities using evidence-based reasoning.
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 work for all core demos. However, they carry limits on speed, daily messages, upload size, and access to the most advanced models or feature
- 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
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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.