Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Responsible AI Use and Data Handling equips finance and accounting professionals to use generative AI with confidence and control. Many tax and accounting professionals already use generative AI but the line between competent use and material risk is now an individual skill. Through a continuing case study, learners work through the three failure modes behind real-world incidents: truthfulness (hallucinations), security (data leakage), and sensitivity (bias), then build the practical skills to catch each one before it reaches a deliverable, a client, or a regulator. Learners leave with resources they can use the next day: a data traffic-light card, a verification workflow, and an AI decision-authority matrix.
Note: No specific AI tool subscription required.
Key Takeaways
By the end of this course, participants will be able to:
- Distinguish the truthfulness, security, and sensitivity failure modes in a piece of AI-assisted financial work.
- Apply the AI output verification workflow to catch fabricated or inaccurate AI-generated content before it reaches a deliverable.
- Apply the data classification framework to determine which AI tool tier is appropriate for a given piece of financial data.
- Evaluate an AI-supported financial decision for signs of bias or disparate impact and determine when it requires explanation, audit, or override.
Who Will Benefit
This course is ideal for finance and accounting professionals such FP&A analysts, controllers, corporate development and M&A professionals, auditors, and credit and risk teams who use, or are beginning to use, generative AI in their day-to-day work. It also suits students and career-switchers preparing for finance roles where responsible, defensible AI use is fast becoming a baseline expectation.
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.
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)
Ryan Spendelow holds the title of SVP of Training and Curriculum at CFI, where he leads the development of programs across corporate finance, capital markets, credit, risk, and AI. Prior to joining CFI, Ryan spent over a decade building and scaling training solutions for the global investment banking industry, giving him firsthand insight into what finance professionals need to develop and what most programs leave out. Holding the FMVA designation, Ryan has expertise in Risk Management, Equity Capital Markets, Debt Capital Markets, Investment Banking, Asset Management, and Finance.