Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This dynamic half-day symposium delivered by Chad Davis and Anderson Petergeorge equips accounting professionals with the top 10 AI and automation skills essential for thriving in a rapidly evolving digital landscape.
Through a blend of expert-led presentations, live software demonstrations, and interactive Q&A, participants will explore how to securely integrate AI into workflows, design scalable systems, and automate routine tasks using tools like ChatGPT, Zapier, and Lovable. Whether you're just starting or refining your automation strategy, this course offers practical insights and real-world applications to help your firm boost efficiency, scalability, and value delivery.
Topics Include:
- Best practices for protecting data while integrating tools.
- Understanding how different AI models interact with real-time systems.
- Designing scalable workflows that sync across platforms.
- Prompt-powered spreadsheet clean ups with ChatGPT.
Agenda
| Time | Topic | Speaker(s) |
|---|---|---|
| 9:00 a.m. – 10:00 a.m. |
10 AI and Automation Skills Accountants Should Learn Discover the top 10 skills accountants need to master in the AI era. This session covers foundational concepts and practical tools that help firms increase efficiency, scalability, and value delivery. Learning Objectives:
|
Presenation with: Chad Davis |
| 10:00 a.m. – 10:15 a.m. | Short Break | |
| 10:15 a.m. – 11:15 a.m. |
From Theory to Practice: Automating your Firm with ChatGPT, Zapier and Lovable See how to implement the principles and tools discussed by Chad using accessible platforms every accountant can start using today. Anderson will walk through live demos showing practical automation in action. Learning Objectives:
|
Presenation with: Anderson Petergeorge |
| 11:15 a.m. – 11:30 a.m. | Short Break | |
| 11:30 a.m. – 12:30 p.m. |
Implementing AI & Automation in Your Firm Bring your questions! Just getting started, comparing tools, or wrestling with a stubborn automation? Drop any question, big or small, into the chat. We’ll work through it together, invite the room to add their own tips, run a quick demo when it helps, and point you to free resources if applicable. Learning Objectives:
|
Live Q&A with: Chad Davis and Anderson Petergeorge |
Key Takeaways
On completing this course, learners will be able to:
- Understand the core principles behind modern automation tools.
- Learn when and how to integrate AI securely into accounting workflows.
- Learn to build real automations using Zapier and Make.
- Explore prompt-driven workflows within ChatGPT to automate SOPs.
Who Will Benefit
CPAs and finance professionals who want to understand and prepare for the growing role and focus on artificial intelligence and automation.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
If available, course materials can be accessed 2 business days prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Chad Davis is the founder of AutomationTown.io, an online AI and Automation community designed specifically for accountants. He's also the co-founder of LiveCA LLP, (one of Canada's first virtual CPA firms), posts daily videos on LinkedIn about accounting tech, AI and firm running and has been living with his family in their RV since 2018.
Anderson Petergeorge, CPA is the Co-Founder and Business Lead at Quanto. Quanto helps accounting firms get transaction-ready, whether they're looking to acquire or prepare for a sale, by onboarding them onto the latest technology to improve revenue and margins. Before founding Quanto, Anderson spent 8 years as a practicing CPA. He attended Harvard and Oxford, where he got caught up in the AI ecosystem and began exploring how technology could fundamentally help his fellow accountants.