Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This hands-on course shows CPAs how to put Claude (Anthropic's AI assistant) to work across the full deliverable creation process. Rather than treating Claude as a generic chat tool, the session is organized around a five-stage process view, so participants leave knowing exactly where Claude fits in their day-to-day work and how to write prompts that produce usable results.
This course covers Claude's core capabilities, how it differs from other GenAI tools (including its data confidentiality posture), and the "Amplification, Not Abdication" principle that keeps professionals accountable for Claude's output. Each stage of the Process View is grounded in real CPA pain points and paired with ready-to-use Claude prompts. Participants will leave with a portable prompt library they can apply immediately.
Note: Registration for this seminar closes August 10, 2026 at 3:00 p.m. (EDT).
Key Takeaways
Upon completion of this session, learners will understand:
- Claude and Anthropic: How Anthropic/Claude differs from other GenAI tools and why this matters for CPAs.
- Amplification, Not Abdication: Claude amplifies professional effort (a 40-word prompt becomes a 400-word memo; a 40-page report becomes a 4-page summary) but professional judgment must remain in the loop.
- The Process View: A five-stage framework that maps every Claude use case to a concrete point in the deliverable creation workflow.
- Pain to Prompt: How to diagnose a workflow bottleneck and convert it into an effective Claude prompt, targeting low-value, high-intensity tasks first.
- Data Confidentiality: Claude's SOC 2 Type II compliance, Anthropic's data-use policies, and how to configure Claude.ai to protect client information.
Who Will Benefit
This course is designed for CPAs in industry and public practice, including those in internal audit, controllership, financial reporting, and advisory roles. No technical background is required.
Technical Requirement(s)
Participants need only a Claude.ai account to follow along with the hands-on prompting exercises. The free version should allow participants to execute prompts. A paid account, however, is needed to use Claude CoWork.
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.