Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This seminar is designed to help organizations approach AI adoption strategically - beyond the selection of individual tools. Drawing on real-world experience, the session addresses how AI initiatives fail when organizations focus on technology before clearly defining the business problems they aim to solve.
Participants will gain a high-level understanding of AI and its relevance to the accounting profession, including clarity on AI’s capabilities, risks, and its growing impact on audit, tax, and financial reporting workflows. The session explores how strategy, governance, processes, people, and data readiness must align to successfully translate AI capabilities into meaningful and sustainable business outcomes.
The seminar features relevant case studies and practical examples from the financial services and professional services sectors, providing accounting leaders with a structured, strategic approach to AI adoption that moves beyond short-term tool experimentation.
Key Takeaways
By the end of this session, participants will be able to:
- Understand recent AI advancements and their impact on audit, tax, and financial reporting.
- Recognize key limitations, risks, and governance considerations in professional practice.
- Distinguish where AI adds value and where human judgment remains essential.
- Assess the business, workforce, and regulatory implications of AI adoption.
- Apply a structured readiness framework and receive a practical AI adoption roadmap tailored for accounting firms.
Who Will Benefit
Designed for partners, firm leaders, and senior audit, tax, and financial reporting professionals seeking a practical, non-technical understanding of AI’s implications for professional practice, risk management, and firm strategy.
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)
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Vanessa Rementilla, Human x AI Strategy & CX + Operations, Nucleations, has 25+ years of experience leading human-centred design and business transformation across startups and large enterprises, including senior leadership roles at RBC, HomeEquity Bank and Cineplex. She is an industry speaker and educator, teaching AI at the Schulich School of Business and OCADU Co. Vanessa brings a human-centred perspective to AI design, emphasizing effective integration within organizational systems. |
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Saad Nizari, Human x AI Strategy & Value Creation, Nucleations, has 15+ years experience at McKinsey, RBC, Goldman Sachs. Saad has led AI transformations globally for firms across sectors and sizes, developing a practical view on what matters to deliver value from AI: a robust understanding of the problem to be solved alongside broader organizational realities, including implications on the end-to-end human-technology interaction model – not just the stack. |
