Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Claude has quickly become one of the most talked-about AI tools in the professional world. It stands out for its nuanced reasoning, long-form writing, and ability to handle office productivity tasks, making it particularly well-suited for CPA work. This course gives accounting professionals a focused, hands-on introduction to the capabilities driving that widespread adoption, from Claude's structured prompting approach that produces consistent and repeatable results, to its Projects feature, to the Claude Excel plugin for spreadsheet tasks. Beyond the basics, participants will unlock advanced features that most users never discover on their own. If you are not yet using Claude, or are only scratching the surface of what it can do, this course delivers practical skills you can apply the same day.
Note: Registration for this seminar closes August 11, 2026 at 3:00 p.m. (EDT).
Key Takeaways
By the end of this seminar, participants will understand the following:
- Claude.ai vs. the Competition: Understanding the Real Difference: An honest comparison across key dimensions relevant to most users, including where Claude excels and where it has limitations.
- Prompting from Beginner to Advanced: The course will look at the right way and wrong way to prompt. We will also look how Claude's XML-based prompting technique can be used to build consistent, repeatable workflows that deliver predictable results.
- Creating Documents, Spreadsheets, and Presentations Directly in Claude: A hands-on walkthrough of Claude's ability to generate and refine Word documents, Excel spreadsheets, and PowerPoint presentations from prompts, including practical examples tailored to the work CPAs do every day.
- Claude in Excel: An introductory guide to the Claude Excel plugin and other advanced features, including how to incorporate Claude into existing workflows without disrupting current processes or requiring technical expertise
- Claude Projects and Advanced Feature: An introduction to Claude’s Projects and other advanced features.
Who Will Benefit
This course is ideal for CPAs who have heard about Claude but are not sure where to start, accounting professionals who are curious about AI but have little to no experience with prompting, and practitioners who want a structured, practical introduction to using Claude in their day-to-day work. No prior experience with Claude or AI tools is required.
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)
Malik Datardina, CPA, CA, CISA guides accounting students through emerging technologies as an Assistant Professor at the University of Waterloo while maintaining deep industry connections. He has a wealth of knowledge in the space of innovation, exploring the impact of both innovation and exponential technologies on the profession, and has authored professional publications on the topic. Malik's two decades of experience, encompassing audit innovation, audit data analytics (ADAs), as well as governance, risk, and compliance (GRC), further enrich his contributions in these areas. His recent focus has been on emerging technologies, particularly GenAI and its ability to streamline and enhance knowledge work within the CPA profession and beyond.