PD Pathways

PD Pathways is a monthly digital newsletter for CPAs and business professionals, showcasing the latest news and resources in CPABC Professional Development.

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Feature-Article

Making AI Work With You, Not For You

By Randy Johnston, MCS 

The following is an excerpt, for the complete article please visit the K2E website

Artificial intelligence is no longer science fiction. It is an everyday business ally. Consider making AI work with you, not for you. From automating tasks to predicting customer behavior, AI can transform operations, but not without challenges. Whether you are advising clients, running a neighborhood shop, a growing startup, or a larger going concern, learning to adopt AI responsibly and strategically can unlock significant advantages, from cost savings to innovation.

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AI helps businesses:

  • Streamline repetitive work
  • Make faster, data-informed decisions
  • Improve customer service and marketing personalization

However, success depends on clear goals, clean data, employee readiness, and oversight.

The Upside Of AI In Business

Let us start with the obvious: AI can supercharge productivity. Small teams can scale output, and large teams can uncover insights faster. Whether you are using a Generative AI Frontier model like Claude, Copilot 365, ChatGPT, Gemini, or a specific AI tool, you can learn how to leverage AI. Key benefits include:

  • Efficiency Boost: Automate customer service inquiries with tools like Flowise AI Assistant or automate data entry with SuperAnnotate.
  • Sharper Forecasting: Predict demand using analytics platforms such as io.
  • Personalized Marketing: Tailor campaigns with recommendation systems powered by Dataiku.
  • Customer Retention: Use sentiment-tracking tools like MonkeyLearn to measure satisfaction in real time.

When implemented wisely, AI helps humans focus on what only humans can do best: creative decision-making, empathy, and strategy.

Many business owners are taking an innovative approach to leadership. They are learning the language of AI themselves. We recently saw a presentation by the Chief Innovation Officer of a Top 100 CPA firm, who concluded that returning to school to augment his CPA training with specific AI education was a valuable use of time, although not easy. Going back to school can help entrepreneurs and professionals understand how technology shapes modern commerce.

Choosing an accredited online IT degree equips you with fundamentals in AI, programming, data structures, and machine learning. These skills help demystify AI and make it easier to communicate with technical teams.

Better yet, earning a degree online lets you continue running your business while studying — turning theory into real-world results immediately.

The Hidden Hurdles

Even as AI adoption accelerates, challenges persist:

  • Cost barriers: High-end automation still requires upfront investment.
  • Ethical dilemmas: Who’s accountable when AI decides?
  • Employee anxiety: Fear of job loss can derail adoption.
  • Data privacy: Regulations like GDPR and CCPA add complexity.

To mitigate risk, consider outside resources such as:

  • AI Now Institute Reports – covers fairness and ethics.
  • FutureLearn AI Strategy Hub – free executive courses.
  • CleverMaps – spatial AI for more innovative retail analytics.
  • Geckoboard – an analytics tool that stands out for its real-time business dashboards that connect multiple data sources. It visualizes key performance metrics instantly — ideal for small companies that need daily visibility without coding.
  • 4ImpactData – an analytics tool using Power BI for its real-time business advisory dashboards that connects to QuickBooks Online. It also visualizes key performance metrics instantly. Then it recommends corrective actions.

Quick "How-To" For Responsible AI Adoption

  • Start small. Automate one manual process before scaling.
  • Blend AI with human checks. Keep people “in the loop.”
  • Track key metrics. Measure time savings and revenue impact.
  • Document everything. Create AI-use logs for transparency.
  • Update policies. Refresh your data-handling and employee policies quarterly.

Artificial intelligence is neither magic nor menace. It is a tool. When guided by ethical principles and clear human intent, it drives growth and simplifies complexity. We have tried to provide tips for making AI work with you, not for you. The most successful companies are not the ones that “add AI.” They are the ones who understand why they are adding it. They train both people and machines to coordinate. If you are ready to join them, start small, learn steadily, choose crucial areas for improvement, and let the data guide you.

Johnston, Randy_photo circle (Feb 2021)

Randy Johnston, MCS is a nationally recognized educator, consultant, and writer with over 40 years of experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering, and outsourced managed services. Discover how smart technologies can drive better decisions with Randy and the K2E team at the live virtual PD Nexus: Information Technology Insights 2026 on July 21 & 22, 2026.

Course-Highlight

Upcoming PD Nexus Days

Take part in a series of dynamic, multi‑session seminars created to support your professional development. PD Nexus Days offer targeted, theme‑based learning experiences that strengthen your expertise and open the door to valuable connections with peers and leaders in the field.

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Information Technology Insights 2026

Explore how you and your organization can leverage cutting-edge tools and innovative strategies to excel in today’s modern business environment. You can choose to attend the full event or only single days.

Live Virtual | July 21-22

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Thriving at Work (and Beyond) 

Elevate your well‑being and performance by exploring proven strategies to reduce burnout, boost focus, and create meaningful balance through expert insights, practical tools, and interactive sessions. Connect with peers, gain fresh energy, and leave empowered to thrive both at work and beyond.

In Person (Hyatt Regency Vancouver) | Aug 20

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Upcoming In-Person Sessions

Elevate your learning by joining face‑to‑face sessions in Vancouver that encourage easy collaboration and conversations that lead to genuine insights.

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ChatGPT x Excel: The Ultimate Toolkit for 21st Century Accountants

Through practical examples and interactive sessions, you will learn to utilize ChatGPT as an Excel tutor, advisor, and optimizer, transforming your approach to accounting in the digital age.

Vancouver | July 14

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Income Tax – Everyday Issues for General Practitioners

This seminar identifies income tax matters that practitioners frequently encounter and demonstrates how income tax rules apply in everyday situations. 

Vancouver | July 15

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Leadership and Coaching 

 This seminar focuses on equipping participants with the knowledge and skills to become effective and respected leaders, able to turn compliance into commitment to achieve the desired results for their business unit, teams and themselves in a more effective manner.

Vancouver | July 22

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Taxation of Domestic Trusts – Fundamentals

This seminar provides an overview of trust relationships, how to complete basic returns for trusts and their beneficiaries, and how to identify and communicate basic tax planning benefits and opportunities that involve family trusts. 

Vancouver | July 23

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Advanced Strategic Management Certificate Program: Maps

Using strategy mapping, participants will be able to understand how to assess and consider limited resources in strategic planning and how to best make hard choices between strategic alternatives, priorities and resources. 

Vancouver | Aug 25

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Advanced Strategic Management Certificate Program: Links

This case-based, interactive session takes participants through a process of analysis and review, allowing a big picture perspective, balanced with emphasis of key details and the importance of making hard choices throughout the process.

Vancouver | Aug 26

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Upcoming Executive Programs

These multi‑day Executive Programs connect you with a diverse network of peers while empowering, inspiring, and challenging you in an inclusive environment.

When you register by the early bird deadline, you receive a $300 discount. Early bird pricing ends two months prior to the program start date. Explore the in-person sessions available this fall:

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Controller’s Operational Skills Program 

You’ll enhance your impact on the management team by sharpening your skills in risk management, internal controls, and ethical leadership. You’ll also build your expertise in planning, budgeting, forecasting, performance measurement, and financial reporting, helping you contribute more effectively to organizational success.

Whistler | September 16-19, 2026 

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CFO’s Leadership Program

You’ll strengthen your leadership capabilities through a highly interactive experience that blends best practices, case studies, group discussions, and role-play. As you progress, you’ll move beyond the technical aspects of finance and position yourself as a confident, strategic business partner.

Whistler | September 20-23, 2026

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CFO’s Operational Skills Program

You’ll build your knowledge of corporate governance and risk management, including how these areas have evolved in the post-pandemic business environment. You’ll explore key CFO competencies such as business valuation, strategic planning, M&A, and behavioural economics, while also strengthening your ability to communicate effectively with both internal and external stakeholders.

Whistler | October 19-22, 2026

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Controller’s Management Program 

You’ll learn alongside your peers while applying real-world scenarios and proven leadership strategies. By the end of the program, you’ll have the tools to inspire your team, drive accountability, and confidently navigate complex workplace challenges.

Vancouver | October 21-24, 2026

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Skills-Development

Hitting the Target: How to Negotiate the Raise or Promotion You Deserve

By Carrie Gallant, JD 

This is an excerpt. You can view the full article here

The #1 reason most people don’t get what they want is because they don’t know what they want. When you aren’t completely clear on what you’re asking for in a negotiation, the odds of securing it diminish significantly.

Establishing your objective with laser clarity is like setting the GPS for your negotiation journey. It grounds you, aligns your preparation, and keeps you focused when things get tense or when counteroffers arise. The sharper you are about your objective, what you want to gain, what you won’t settle for, and how you want to feel when it’s over—the stronger your position becomes, empowering you to aim confidently at that outcome.

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Negotiation is like archery. The bull’s eye represents your goal—the outcome you’re aiming for. Even if you don’t hit the exact center, getting close is still a win. But to score, you need to know where that bull’s eye is in the first place. If it’s foggy or unclear, your shot is much more likely to miss the mark.

Identify Your Bull’s Eye: Your Outcome Goal

Start by asking yourself: what is the bull’s eye you’re aiming for in this negotiation? Picture the actual raise, promotion, or career opportunity in concrete terms. Quantify it as clearly as possible—whether it’s a specific salary figure, a more flexible work schedule, or a new leadership title. This level of specificity isn’t just nice to have; it’s essential.

Tap into the emotional boost, the sense of value, and motivation that a successful outcome will bring to you. Defining this aspect deeply enriches your negotiation’s purpose and drives you to pursue it with conviction.

Define Your Ideal Outcome Versus the Minimum Acceptable Outcome

Once you’re clear on the bull’s eye, expand that goal by defining both your ideal and minimum acceptable outcomes. The ideal outcome is your best-case scenario, the high mark that would feel genuinely rewarding. The minimum acceptable outcome, on the other hand, is the lowest point where you would still consider the negotiation worthwhile.

With these boundaries, you’re not as easily swayed into accepting less than you’ve determined is fair and strategically valuable. 

Connect Your Outcome to Your Personal “Why.” 

Consider why you’re negotiating for this raise, promotion, or new title beyond the immediate gain. Anchoring your goal in your core motivations amplifies your determination to stand firm.

When you have a clear “why,” you’re more persuasive, compelling, and authentic. You come across as someone with purpose, not just someone seeking numbers or status.

Understand What You Don’t Want

Understanding what you don’t want can be equally as enlightening as knowing what you do want. It sharpens your perspective and highlights what you’re not willing to compromise on, revealing your “walk-away” point.

For instance, if you’re negotiating for a raise but know you don’t want to take on additional responsibilities that don’t align with your skills or values, then you’ve established a boundary. This boundary fortifies your position, ensuring you don’t settle for an arrangement that diminishes your value. Recognizing what you won’t accept protects your priorities and keeps the focus on your core outcome goal.

Define Your Non-Negotiables

Non-negotiables are the aspects of your negotiation where there is zero flexibility. They are the deal-breakers that set the limits on how much you’re willing to compromise. Being aware of your non-negotiables creates a solid foundation for your stance and protects you from bending in ways that could undermine your long-term goals.

Clarifying these non-negotiables signals a line you won’t cross and safeguards your goal from shifting under pressure.

Focus on How You Want to Feel

Perhaps you’re looking to feel validated, empowered, or strategically positioned. Visualizing the emotions tied to your outcome adds a layer of motivation and helps anchor your approach.

By focusing on how you want to feel, you reinforce the importance of standing firm for what truly matters.

Review Your Outcome Goal

When you look at your goal, ask yourself if it evokes excitement—or perhaps even a bit of fear. If your goal doesn’t stir you at all, it might be too low or lacking ambition. In that case, ask yourself whether it’s worth aiming higher. Goals that challenge you to grow are more engaging, more meaningful, and keep you committed even when things get tough.

Amplify Your Goal to Match Your Career Aspirations

Your outcome goal should be in harmony with your career aspirations. If it doesn’t align with your larger vision, consider recalibrating it. The stronger the alignment between your goal and your career path, the clearer and more purposeful your negotiation stance becomes.

Clarifying and amplifying your outcome goal is about more than just knowing what you want; it’s about setting yourself up for success. By being specific, understanding what you will and won’t accept, and anchoring your goal in what truly matters to you, you create a powerful foundation. You’re not just aiming; you’re aiming with purpose and clarity, which sets you apart and strengthens your negotiating position.

When you negotiate from this place of clarity, you transform from someone hoping for a raise or promotion into a confident leader commanding respect and earning your worth.

Carrie-Gallant

Carrie Gallant, JD is an executive leadership coach, negotiation strategist and coauthor of “Conversation Secrets for Tomorrow's Leaders: 21 Obvious Secrets Leaders Do Not Use Enough". As a former lawyer and executive, she truly understands the challenges many leaders navigate. Carrie and her work have been featured in Cosmo Magazine, goop.com, women.com, vice.com, The Globe and Mail, The Financial Post, and on Global News, News1130/680News and CBC Radio. 

Join her in person on August 20 in Vancouver at the PD Nexus: Thriving at Work (and Beyond) for her breakout session on Beyond Impostor Syndrome. You can also learn from her virtually through the Women in Leadership Certificate Program, or at your own pace with her on‑demand course Mastering Negotiation in Uncertain Times: Beyond the Numbers for CPAs.

Interested in more negotiation seminars? Explore pd.bccpa.ca

Instructor-Spotlight

Helping CPAs cut through the noise, reclaim their focus, and lead with intention

Meet Scott Orth, MSc, CPCC, a mindfulness coach and trainer who equips CPAs with practical, results-driven tools to reduce overwhelm, sharpen focus, and take control of their future. His approach is grounded, actionable, and designed for the realities of today’s fast-paced professional environment.

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Scott-Orth_1Formerly the National Leader of HR for one of Canada’s largest employee-owned engineering and science consulting firms, Scott brings over 27 years of corporate experience—from frontline consultant to senior executive. He understands firsthand the pressures professionals face and delivers strategies that are both relatable and immediately applicable.

Through his engaging, no-nonsense style, Scott helps professionals respond to daily challenges more mindfully, so they can work with greater clarity, productivity, and purpose, while building a more fulfilling life overall.

Explore Scott’s courses through a variety of flexible formats: join him live virtually for Developing Your Leadership Presence, access on-demand learning with Fostering “Deep Work” in a Distracted World, or attend in person at our upcoming PD Nexus: Thriving at Work (and Beyond) featuring his breakout session on The Art of Saying “No.”

PD-Resources

Free Ethics and AML Seminars

These CPABC on-demand offerings are recordings of previously delivered live seminars. Access is restricted to CPABC-designated members, and the content is eligible for verifiable Continuing Professional Development (CPD) hours.

Artificial Intelligence and the Code of Professional Conduct

Participants will be able to understand how the Code can apply to AI tool usage and what this means for a member’s responsibilities under the Code.

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Ethical Dilemmas: The Thick Grey Line

Participants will increase their competence and confidence in interpreting and applying the CPA Code of Professional Conduct to real-life workplace challenges.

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Anti-Money Laundering and Terrorist Financing Update: Keeping up with AML Risks and Requirements

This fast-paced session will include critical developments, an overview of compliance requirements, looking ahead at what can be expected and easy access resources to find out more.

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Anti-Money Laundering  (AML) Compliance: Regulations Affecting CPAs

The session will discuss the triggering activities that require extensive design and implementation of an AML compliance program and the FinTRAC reporting obligations of CPAs.

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Introduction to CPABC’s Anti-Money Laundering (AML) Compliance and Trust Account Oversight Programs for Practitioners

This session will provide an overview of the new programs, what to expect during the review, and resources that will support firms in understanding their new obligations.

Read more on Introduction to CPABC’s Anti-Money Laundering (AML) Compliance and Trust Account Oversight Programs for Practitioners

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Reminder

Secure your spot in our Executive Programs and take advantage of $300 in early bird savings when you register early.

These programs go beyond traditional learning. You’ll have the opportunity to:

  • Reflect on your leadership approach
  • Exchange perspectives with peers facing similar challenges
  • Translate insights into immediate, practical action

Along the way, you’ll also build a strong network of professionals who are on a similar journey—connections that last well beyond the program itself.

Did You Know

The 2026-2027 PD Passport is now available for purchase! Get ahead of the Fall season and use your new passport to register for the Infinite Conference in November.  

If you have any 2025–2026 PD Passport credits remaining, remember to apply it to any PD Passport‑eligible seminars scheduled up to August 31, 2026. Any unused PD Passport credits after this date are non‑refundable and cannot be applied toward future seminars or products.