AI Strategies and Implementation Certificate Program

November 24, 25 & 26, 2026
12pm – 3pm (note: program ends at 4pm on the final day)
Virtual Program via Zoom

Turn AI strategy into action.

The AI Strategies and Implementation Certificate Program equips accounting and finance professionals with the knowledge and practical tools to identify, evaluate, and implement high-impact AI opportunities within their organizations.

Through real-world examples, hands-on learning, and a focus on responsible AI adoption, participants will learn how to align AI initiatives with business objectives, manage organizational change, and navigate implementation challenges with confidence.

Take the next step in your AI journey and gain the skills needed to turn emerging technologies into measurable business results.

Registration

Eligible CPD Hours: 10
Program Fee: $1,299
PD Passport Valid: 30 Credits

To qualify for the certificate, registrants must attend and complete all sessions. The sessions will not be recorded.

Date & Time	Session
November 24, 2026 12 pm - 3 pm	Operational Understanding the Basics of AI in Accounting Define AI and its core concepts (machine learning, LLMs, etc) Differentiate AI-driven systems from RPA tools software Identifying High-Impact AI Use Cases in Accounting Learn examples of AI automating tasks Assess the ROI of AI use cases Evaluating the Benefits and Challenges of AI in Accounting Summarize AI's benefits: efficiency, accuracy, time savings Understand challenges like data integration and complexity Manage the potential risk of AI misinterpretation in complex scenarios
November 25, 2026 12 pm - 3 pm	Implementation Evaluating and Prioritizing AI Opportunities Develop a clear AI project roadmap. Focus on high-impact areas with strong ROI potential. Building the Right Infrastructure for AI Choose AI tools that integrate well with existing systems. Ensure data is clean, structured and accessible. Set up scalable and secure infrastructure for AI deployment. Training and Managing AI-Driven Projects Train staff to use AI tools. Address potential resistance by emphasizing AI's role in improving workflows. Start small with pilot projects before full-scale adoption.
November 26, 2026 12 pm - 4 pm	Future of the Profession and Ethical AI The Future of Accounting in an AI-Driven World Discuss how AI frees accountants for strategic, high-value work AI positions accountants as innovation leaders Managing AI-Driven Change in Firms Learn to lead the AI adoption within a leadership role Anticipate emerging AI technologies and their long-term impact Develop strategies to continuously adapt to new developments Responsible AI and Ethical Considerations Ensure AI is tools are being used ethically and responsibly. Maintain detailed operating procedures to document how AI tools are used in various roles across the organization Comply with legal and regulatory requirements

Date & Time

Session

November 24, 2026

12 pm - 3 pm

Operational

Understanding the Basics of AI in Accounting
- Define AI and its core concepts (machine learning, LLMs, etc)
- Differentiate AI-driven systems from RPA tools software
Identifying High-Impact AI Use Cases in Accounting
- Learn examples of AI automating tasks
- Assess the ROI of AI use cases

Evaluating the Benefits and Challenges of AI in Accounting
- Summarize AI's benefits: efficiency, accuracy, time savings
- Understand challenges like data integration and complexity
- Manage the potential risk of AI misinterpretation in complex scenarios

November 25, 2026

12 pm - 3 pm

Implementation

Evaluating and Prioritizing AI Opportunities
- Develop a clear AI project roadmap.
- Focus on high-impact areas with strong ROI potential.
Building the Right Infrastructure for AI
- Choose AI tools that integrate well with existing systems.
- Ensure data is clean, structured and accessible.
- Set up scalable and secure infrastructure for AI deployment.
Training and Managing AI-Driven Projects
- Train staff to use AI tools.
- Address potential resistance by emphasizing AI's role in improving workflows.
- Start small with pilot projects before full-scale adoption.

November 26, 2026

12 pm - 4 pm

Future of the Profession and Ethical AI

The Future of Accounting in an AI-Driven World
- Discuss how AI frees accountants for strategic, high-value work
- AI positions accountants as innovation leaders
Managing AI-Driven Change in Firms
- Learn to lead the AI adoption within a leadership role
- Anticipate emerging AI technologies and their long-term impact
- Develop strategies to continuously adapt to new developments
Responsible AI and Ethical Considerations
- Ensure AI is tools are being used ethically and responsibly.
- Maintain detailed operating procedures to document how AI tools are used in various roles across the organization
- Comply with legal and regulatory requirements

Tomas Milo is a CPA and PhD candidate in Management (Accounting specialization) at McGill University, where he combines his accounting expertise with Data Science and empirical research.

Previously, Tomas worked at KPMG in their Audit, Deal Advisory, and Data Science departments, where he developed his skills in analyzing financial data and automating accounting processes.

Tomas is the principal consultant at Sigma Optimized, where he leverages AI and analytics tools to refine business processes for CPA firms, medical practices, and venture-funded start ups. Tomas is also a member of the United Nations Framework Classification (UNFC) Taskforce, and he presented his research at the United Nations Resource Management Week 2024 in Geneva.