AI Strategy for Accountants Certificate Program

Note: The Live Virtual course is presented in collaboration with CPABC. The content is applicable to all participants. If you have questions regarding this course, please contact pdregistration@cpaalberta.ca 

Overview:

This comprehensive course explores the strategic implementation of artificial intelligence in accounting practices. It examines the evolution of AI through eight distinct waves, from predictive to embodied AI, with particular focus on current developments in generative, perceptive, and embedded AI. You will learn to develop and execute AI strategies that enhance operational efficiency while maintaining professional standards and ethical integrity. 

Discover how to integrate AI into your practice to improve efficiency, decision-making, and client outcomes.

To qualify for the certificate, registrants should attend and complete all sessions. Live sessions will be recorded and made available for playback for a limited time – those who miss a live seminar can only claim attendance if they watch the recording.

Course Content:

In this course, you will gain knowledge about the following topics: 

• The eight waves of AI evolution and their implications for accounting
• Developing and implementing an AI strategy
• Key AI frameworks: A.N.A.L.Y.Z.E., N.A.R.R.A.T.E., and C.O.N.N.E.C.T.
• Ethical AI adoption and the CPA AI Credo
• Human-AI collaboration: Balancing automation with professional judgment
• Real-world use cases for AI in financial analysis, reporting, and compliance
• Risk management and performance metrics for AI implementation

Learning Objectives:

Upon completing this course, you should be able to: 

• Analyze the eight waves of AI evolution and their impact on accounting
• Design AI adoption strategies aligned with organizational goals
• Implement AI frameworks to automate workflows and improve decision-making
• Evaluate ethical considerations and create AI usage policies
• Apply AI tools to enhance financial analysis, reporting, and client solutions
• Develop performance metrics to measure AI effectiveness and ROI
• Synthesize human expertise with AI capabilities to maximize value

Agenda:

To qualify for the certificate, registrants should attend and complete all sessions. Live sessions will be recorded and made available for playback for a limited time – those who miss a live seminar can only claim attendance if they watch the recording.

Who Will Benefit: 

CPAs, accounting professionals, and financial leaders looking to integrate AI into their practice to improve efficiency, decision-making, and client outcomes.