Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course explores how Canadian accountants can put artificial intelligence to work right now.
Created in October 2025, this course reflects the latest developments in AI tools and workflows. While the AI landscape continues to evolve rapidly, this course gives you current, hands-on examples of how working CPAs are already using these tools to save time, improve accuracy, and enhance client service today.
In this course, you’ll move beyond the hype to see exactly how tools like Microsoft Copilot, ChatGPT, Gemini, Perplexity, and NotebookLM can transform everyday accounting work, from data analysis and research to writing, planning, and communication. Each use case is practical, CPA-specific, and demonstrated step-by-step.
You’ll Learn How To:
- Automate repetitive work using AI agents.
- Use Copilot in Excel for automatic analysis and error-free insights.
- Conduct deep research on tax, audit, and industry topics in minutes.
- Summarize and respond to client emails with AI-powered writing tools.
- Analyze and extract data from complex documents.
- Coordinate research and writing projects using new AI workspaces.
- Create custom client chatbots to deliver real value 24/7.
You’ll also explore cutting-edge developments released in October 2025, including Microsoft Excel’s new Agent Mode, AI browsers like Perplexity’s Comet, and the latest tools from Google, OpenAI, and Microsoft, all demonstrated in real-world accounting contexts.
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Key Takeaways
Upon completion of this course, learners will be able to:
- Understand the current AI landscape for accountants as of October 2025.
- Learn how to use AI-powered notebooks like NotebookLM and Copilot Notebooks for research and learning.
- Automate repetitive tasks with AI agents and streamline workflows.
- Use Copilot in Excel for instant data analysis and visualization.
- Explore browser-based AI assistants like Perplexity’s Comet for web research and compliance review.
- Draft, summarize, and reply to emails and client communications using AI writing tools.
- Conduct deep research on tax, audit, and industry topics using ChatGPT, Gemini, Copilot, and Perplexity.
- Apply AI for strategic planning and scenario modeling for firms and clients.
- Perform document analysis for financial statements, audits, and contracts using AI.
- Coordinate research and writing projects efficiently with tools like Copilot Pages, Notebooks, Canvas, and Gemini Docs.
Who Will Benefit
CPAs and accounting professionals across Canada who want to learn practical, current, and ethical ways to use AI right now. Whether you’re automating analysis in Excel, summarizing client reports, or building your firm’s first custom chatbot, this course provides the tools and confidence you need to work faster, smarter, and more effectively in the age of AI.
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 writer, trainer and best-selling author. His other books include Smoke and Mirrors, Enough Bull, Crushing Debt, 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.