Certificate in Leading AI Integration for Agile CPAs

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

Overview:

Bridging Finance Expertise with AI Transformation – No Coding Required

The escalating AI talent war is well documented, signaling fierce competition for technical experts. However, this trend also exposes a critical gap: while engineers develop AI models, businesses urgently need strategic leaders who can effectively manage, deploy, and commercialize AI solutions in real-world business settings.

CPAs are often responsible for ensuring financial systems comply with regulations. AI systems that automate financial tasks like fraud detection, forecasting and auditing need to be transparent and auditable. As CPAs now serve as strategic advisors, their input is important in guiding tech investments, ROI on AI tools and ethical implications.

AI Product Management is important for CPAs because it gives them the ability to explain AI models, build and test controls and safeguards and engage better with internal and client systems. 

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 session can only claim attendance if they watch the recording.

Agenda:

Note: 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 session can only claim attendance if they watch the recording.

Course Content:

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

• AI Fundamentals for Business Leaders
  
• AI Product Lifecycle: From 0-1 to Scale
  
• Stakeholder Mapping, Change Management & Funding
  
• Go-to-Market (GTM) for AI-Enabled Products
  

Learning Objectives:

Upon completing this course, you should be able to: 

• Communicate AI concepts to both technical teams and executive stakeholders
  
• Contribute to AI product roadmaps, commercialization plans, and risk reviews
  
• Lead GTM, onboarding, and adoption strategies for AI tools in finance, audit, and client services
  
• Enhance client engagement through data-driven insights and AI-enabled value offerings
  
• Navigate the ethical, compliance, and governance requirements of AI applications
  

Who Will Benefit: 

This session is for CPAs who lead people or are about to. It is most useful for those in their first few years of leadership. That includes new managers, controllers, and people on a partnership track who now have to lead the work instead of doing it. More experienced leaders will still take value from the framework and the self-assessment.