Dates and location
Hours
Dates and location
Hours
Description
Learn anywhere, anytime with audio learning from your trusted source for Professional Development.
Get up to speed in an hour on critical topics for CPAs such as AI, Ethics, Finance, Cybersecurity, Audit, Tax, Sustainability and more.
- Convenient 60-minute audio courses in our new app.
- Flexible format allows you to listen and learn on the go at your own pace.
- Relevant and trending topics affecting CPAs to help you stay at the forefront of the profession.
An understanding of our evolving digital landscape is essential for CPAs to stay relevant. Being digitally savvy will give you the confidence to analyze data thoughtfully and make better business decisions. The aim is not to become an expert, but to develop basic digital literacy skills that will help you to leverage apps, programs and systems to build efficiencies into your workflow and create value for your organization.
Lessons Covered:
- Introduction
- The Top Four Areas of Digital Literacy that CPAs Need to be Aware of and Why
- Figuring out the Best Technology for a Specific Business Problem
- Advice for CPAs Who Struggle with Technology
- Practical Ways that AI is Being Used Within Excel and Google Sheets
- Automation Tools and Best Practices to Create Workflow Efficiencies
- Conclusion
Note: This session contains content from the January 2024 issue of UpNext, CPA Ontario’s Digital PD magazine.
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Key Takeaways
Upon completion of this course, you will:
- Gain Confidence in Using Technology: Receive practical advice on overcoming technology challenges and leverage AI as a supportive tool to enhance your digital literacy skills.
- Understand the Basics of AI in Accounting: Learn how AI can assist with tasks like formula creation, note drafting, and email automation to simplify your daily accounting work.
- Discover Effective Automation Tools: Explore practical automation tools like Zapier and Google Apps Scripts to create efficient workflows and save time on repetitive tasks.
Who Will Benefit
This is ideal for for beginners interested in incorporating automation technology in accounting. CPAs and professionals with basic digital skills will learn to enhance their AI and automation abilities, streamline workflows, and improve efficiency.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal. You can also access your course through the Blackboard Learn app (iOS or Android).
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)

Chad Davis, CPA, CMA, is the co-founder of LiveCA, 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. Chad also travels North America full-time with his family in their RV.