Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.
This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools.
Topics Include:
- Practical opportunities to leverage artificial intelligence and automation in business settings
- Potential risks associated with using AI and automation, including inherent ethical issues
- Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
Key Takeaways
Upon completion of this course, you will be able to:
- List potential benefits and risks associated with artificial intelligence and automation.
- Identify examples of tasks that you can improve using AI.
- List examples of how you can use Power Automate and similar tools to automate tasks.
- Specify characteristics of tasks that lend themselves to automated workflows.
Who Will Benefit
CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation. Attendees should have a fundamental understanding of business technologies and workflows.
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Lavesh Chattlani is the founder of Scalene AI Consulting, where he helps professional service firms harness the power of AI, automation, and data to drive measurable business outcomes. With over a decade of experience in Canadian fintech — including senior leadership roles at Intuit QuickBooks and most recently as Senior Director of the Canadian Accountant Business Unit at Sage — Lavesh has worked with thousands of accountants and bookkeepers across the country, helping them modernize their practices through technology.A natural problem-solver and educator at heart, Lavesh has spent the past 15 years delivering training across a wide range of platforms. He brings deep expertise in workflow optimization, cloud accounting ecosystems, and the practical application of automation and artificial intelligence. He is especially passionate about advancing financial literacy and enabling businesses to realize the full ROI of their technology investments.