AI Strategy for Accountants Certificate Program

Facilitator:
Garrett Wasny, MA, CMC, CITP/FITP

July 8, 9 & 10, 2025
9am – 12:30pm
Virtual Program via Zoom

Develop and execute AI strategies in the real world

This comprehensive program 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. Participants 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.

Note: There is some content overlap with the half-day PD seminar “Generative AI Strategy for Accountants” also presented by Garrett.

Registration

Eligible CPD Hours: 10.5
Program Fee: $1,299

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.

Date & Time	Session
July 8, 2025 9 am - 12:30 pm	Foundations of AI The eight waves of AI evolution: predictive, generative, perceptive, and beyond Definitions and key concepts in AI Ethical considerations and the CPA AI Credo
July 9, 2025 9 am - 12:30 pm	AI Tools, Frameworks, and Techniques Overview of essential AI tools: ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, and more Frameworks for accounting professionals: A.N.A.L.Y.Z.E., N.A.R.R.A.T.E., and C.O.N.N.E.C.T. Automating workflows: Practical examples in reconciliation, reporting, and budgeting Case studies on real-world AI implementation
July 10, 2025 9 am - 12:30 pm	Developing and Executing AI Strategies Building a comprehensive AI adoption strategy for accounting firms Managing risks: Addressing data security, compliance, and AI limitations Metrics for measuring AI success and ROI Preparing for future trends: Quantum AI, agentic AI, and human-AI collaboration
Self-Paced 1 Hour	Practice Assignments AI Workbook for Accountants featuring hands-on exercises Activities include AI needs assessments, automating workflows, and building reports Please note that this is a self-directed component. The facilitator will not be marking or providing feedback on the practice assignments.

Garrett Wasny, MA, CMC, CITP/FITP, is a Certified Management Consultant (CMC) and award-winning digital skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide.

Garrett’s roles include webinar producer, Internet speaker, author, app developer, professional development leader, and former management consultant for Price Waterhouse. He's published 50+ ebooks on accounting technology and ethics, written hundreds of articles on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations from coast to coast in Canada and the US and in more than 40 countries.