Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a concise overview of leading AI platforms and embedded accounting technologies reshaping tax, audit, advisory, CAS, bookkeeping, and finance operations in 2026. Participants examine ChatGPT, Claude, Microsoft Copilot, Gemini, Grok, Manus, NotebookLM, Perplexity, specialty accounting AI apps, and AI embedded in the accounting technology stack. The course emphasizes practical use cases, platform selection, source verification, workflow integration, privacy, governance, and professional judgment. It reflects the current shift toward finance-aware assistants, spreadsheet and document intelligence, agentic workflows, research synthesis, and secure enterprise controls.
Topics Include:
- General AI assistants: ChatGPT, Claude, Copilot, Gemini, and Grok
- Agentic platforms: Manus and autonomous workflow tools
- Research platforms: NotebookLM and Perplexity
- Specialty AI apps for tax, audit, bookkeeping, CAS, and advisory
- Embedded AI in QuickBooks, Xero, Thomson Reuters, Wolters Kluwer, Karbon, and Basis
- Prompting, citations, documentation, and review standards
- Risk management, privacy, ethics, governance, and client communication
Schedule
- October 7, 2026, 8:30 a.m. - 12:30 p.m.
- October 8, 2026, 8:30 a.m. - 12:30 p.m.
Key Takeaways
Upon completion of this course, learners will be able to:
- Compare leading AI platforms for accounting workflows
- Analyze use cases for tax, audit, advisory, and CAS
- Evaluate platform strengths, limits, and data risks
- Apply prompt strategies to accounting tasks
- Assess AI outputs for accuracy and professional reliability
- Design governance practices for firmwide AI adoption
- Create an AI implementation roadmap for an accounting practice
Who Will Benefit
This course is designed for accountants, CPAs, tax professionals, bookkeepers, auditors, advisors, and firm leaders seeking to responsibly adopt AI tools that improve efficiency and client service.
Prerequisite(s)
A basic understanding of accounting workflows, tax or audit processes, and common accounting software is recommended.
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)
Garrett Wasny, MA, CMC, CITP/FITP, is a Certified Management Consultant, AI educator, and digital transformation advisor specializing in the accounting profession. A two-time award-winning instructor named AI & Technology Educator of the Year (2025 and 2026) by MYCPE ONE, Garrett has trained tens of thousands of CPAs and accountants in over 60 countries. His programs focus on practical AI applications that strengthen judgment, governance, and decision-making in an AI-driven world.