Leading AI Integration for Agile CPAs Certificate Program

February 9, 16 & 23, 2027
11:30am – 3:30pm
Virtual Program via Zoom

Bridging finance expertise with AI transformation - no coding required.

The Leading AI Integration for Agile CPAs Certificate Program empowers finance professionals to become strategic leaders in AI adoption and implementation, without requiring a technical background.

Participants will learn how to evaluate AI opportunities, guide AI product initiatives, manage stakeholder engagement, drive adoption, and navigate governance and ethical considerations in finance and audit environments. By combining AI fundamentals with practical business, commercialization, and change management strategies, this program equips CPAs to bridge the gap between technical teams and business leaders while delivering measurable organizational value.

Take the lead in your organization's AI transformation and develop the skills to confidently drive AI initiatives from concept to adoption.

Registration

Eligible CPD Hours: 12
Program Fee: $1,499
PD Passport Valid: 36 Credits

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

Date & Time	Session
February 9, 2027 11:30am-3:30pm	AI Fundamentals for Business Leaders Understand AI/ML concepts, data requirements and limitations – explained in clear, business-friendly terms with relevant examples from both enterprise and start-up settings. Explore applications such as audit automation, fraud detection, forecasting, and risk modelling, with real-world case studies spanning global enterprises and agile start-ups. AI Product Lifecycle - From 0-1 to Scale Navigate the full product journey – ideation, market validation, MVP design, testing, launch, onboarding, adoption strategies and scaling. Learn how product development and deployment differ between lean start-ups and large enterprises.
February 16, 2027 11:30am-3:30pm	Stakeholder Mapping, Change Management & Funding Engage executives, technical teams, clients, regulators and investors. Understand funding dynamics and investor expectations in both start-up fundraising and enterprise budget cycles to secure buy-in and ensure smooth adoption.
February 23, 2027 11:30am-3:30pm	Go-to-Market (GTM) for AI-Enabled Products Develop pricing, value propositions and commercialization strategies tailored to niche start-up markets and large enterprise clients. Address onboarding, client training and adoption challenges in each context.

Wei Yang, MBA, FRM, is a leader in business and technology transformation with deep experience in consulting, modernization, and change management. She works across product development, strategy, and program governance, with a strong focus on financial services, including capital markets, treasury, and wealth management.

She is currently a Director at Scotiabank, where she contributes to global wealth AI strategy. Previously, she led global capital markets engineering and consulting teams, supporting large-scale platform modernization and transformation initiatives.

Wei holds an MBA from the University of Toronto’s Rotman School of Management, specializing in Consulting. She also holds a Bachelor of Commerce in Finance from the University of Toronto and is a Certified Financial Risk Manager (FRM).