AI Strategy for Accountants

Presented in collaboration with CPABC, the three-part AI Strategy for Accountants Certificate offers an in-depth look into the strategic implementation of AI in accounting practices.

AI has gone through eight distinct waves—from predictive and generative to perceptive and beyond—and each has impacted accounting. CPAs can strategically integrate AI to enhance operational efficiency while maintaining professional standards and ethical integrity.

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Program details

CPD hours: Up to 10.5 hours

Audience: CPAs who want to integrate AI into their practice to improve efficiency, decision making, and client outcomes

Price

Alberta CPAs Non-members

$1,170

 $1,299

Learning objectives

  • 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

Content

Content

To qualify for the Introduction to AI Strategy for Accountants Certificate, participants must complete all three modules in any order.

Module Description
Foundations of AI
 Navigate the evolution of AI, from predictive to generative and beyond. Master key concepts, ethical considerations, and the CPA AI credo to confidently engage with AI-driven change. Build a strong foundation for integrating AI into accounting with integrity and foresight.
AI tools, frameworks, and techniques
 Get hands-on with essential AI tools and frameworks designed for accounting professionals. Explore practical applications in reconciliation, reporting, and budgeting with real-world case studies to bring AI automation to life. Learn how to streamline workflows and enhance decision making with cutting-edge AI solutions.
Developing and executing AI strategies
 Turn AI potential into a strategic advantage. Learn how to build a smart AI adoption plan, navigate data security and compliance, and measure success with clear ROI metrics. Stay ahead of the curve with insights into future trends like Quantum AI, agentic AI, and human-AI collaboration.
Practice assignments
 Self-directed workbook that the instructor will not be marking or providing feedback on.



Instructor

Garrett Wasny MA, CMC, CITP/FITP

Garrett Wasny is an award-winning internet speaker, author, app developer, professional development technologist, and former management consultant for Price Waterhouse. He's published three books, written hundreds of articles and columns on internet strategy, and delivered more than 1,000 seminars and webinars to CPAs and accounting organizations worldwide on how to thrive online using the latest enterprise, mobile, search, and social tools.

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Register

Registration is now open for spring 2025.

Module Date
Foundations of AI July 8
AI tools, frameworks, and techniques July 9
Developing and executing AI strategies July 10
Practice assignments Self-paced
Register here
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