Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Descripton
GenAI is a constantly evolving space. OpenAI, Anthropic, Google’s Gemini, Perplexity and Microsoft’s Copilot are constantly working to compete in this space to ensure that they capture market share and more importantly don’t fall behind. The course will provide guidance on the different features each offering has as well as the gaps. The course will offer test prompts for each feature tested that attendees could use for themselves. Participants will learn to systematically assess GenAI platforms across the dimensions that matter most for the work CPAs do, whether it’s drafting emails, putting together formulas, or executing research-oriented tasks. The course provides ready-to-use test prompts for each feature category, enabling CPAs to conduct their own evaluations as the technology continues to evolve.
Key Takeaways
By the end of this seminar, participants will understand the following:
- GenAI Platform Landscape: A clear-eyed comparison of the major GenAI offerings from OpenAI (ChatGPT/GPT-4), Anthropic (Claude), Google (Gemini), Microsoft (Copilot), and emerging players like Perplexity, including their distinct strengths, weaknesses, and pricing models.
- Evaluation Framework for Professional Use: A structured methodology for assessing GenAI tools against CPA-relevant criteria.
- Test Prompts and Benchmarking Techniques: Practical test prompts participants can use immediately to evaluate any GenAI platform, such as researching tax questions, Excel formula, creation, and other relevant areas.
- Understanding SOC2 and GenAI-Specific Security Challenges: Understanding the critical differences in how each platform handles client data, including enterprise vs. consumer tiers, data retention policies, and compliance with professional confidentiality requirements.
- Future-Proofing Your AI Strategy: Recognizing that today's best platform may not be tomorrow's winner, participants will learn how to continuously reassess their AI toolkit as capabilities evolve and new entrants emerge.
Who Will Benefit
Ideal for CPAs across all practice areas who are evaluating GenAI tools for adoption, technology decision-makers at accounting firms, and professionals seeking to make informed procurement decisions.
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.