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AI, Technology & Innovation
Better Productivity Through AI and Automation Tools (Live Webinar)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Overview
Artificial intelligence and automation are among today’s “leading edge” technologies. In this session, you will learn how to leverage these tools to enhance your business workflows, resulting in greater efficiency, productivity, and reduced errors.
|
|
Course Description
Unlock the incredible potential of Artificial Intelligence (AI) and automation tools to revolutionize your business operations. Imagine boosting productivity and accuracy effortlessly with cutting-edge technologies. Generative AI tools like ChatGPT and Gemini are your new best friends for conducting research, drafting reports, and crafting correspondence. Meanwhile, Microsoft’s Power Automate platform and tools, such as Zapier, can elevate your efficiency to levels you never thought possible.
Join our session to modernize your workflows and harness these powerful tools. You'll dive into practical applications of today’s AI and automation technologies, moving beyond the basics to streamline workflows, enhance internal controls, maximize productivity, and even boost team morale. Additionally, we'll guide you through potential pitfalls and help you avoid common mistakes when using these tools.
This session is a must-attend for anyone looking to stay ahead in the fast-paced business world. Don’t miss out on this opportunity to transform your operations and achieve unparalleled efficiency. Sign up today and take the first step towards a smarter, more productive future!
Join our session to modernize your workflows and harness these powerful tools. You'll dive into practical applications of today’s AI and automation technologies, moving beyond the basics to streamline workflows, enhance internal controls, maximize productivity, and even boost team morale. Additionally, we'll guide you through potential pitfalls and help you avoid common mistakes when using these tools.
This session is a must-attend for anyone looking to stay ahead in the fast-paced business world. Don’t miss out on this opportunity to transform your operations and achieve unparalleled efficiency. Sign up today and take the first step towards a smarter, more productive future!
Applicable for
CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation.
Learning Objectives
- Determine some of the potential benefits and risks associated with artificial intelligence and automation
- Identify examples of tasks that you can improve using AI
- Apply tools such as Power Automate to automate tasks associated with manipulating data
- Identify characteristics of tasks that lend themselves to automated workflows
Content
- Practical opportunities to leverage artificial intelligence and automation in business settings
- Potential risks associated with using AI and automation, including inherent ethical issues
- Pros and cons associated with tools such as ChatGPT, Gemini, Power Automate, and Zapier
Course Dates & Registration
Jun 30, 2026
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
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LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
Available
Oct 28, 2025
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
Past
Jul 17, 2025
9:00AM - 12:30PM
Online Virtual
Brian Tankersley
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BRIAN TANKERSLEY, CITP, is a certified public accountant in Tennessee, a chartered global management accountant, and a consultant who advises US firms and companies on accounting technology issues. He is a frequent speaker at continuing education courses for K2 Enterprises and publishes a nationally recognized blog on accounting and technology. Brian has also served as the technology editor for a major accounting industry publication. He has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Brian has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. He has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.
BRIAN TANKERSLEY, CITP, is a certified public accountant in Tennessee, a chartered global management accountant, and a consultant who advises US firms and companies on accounting technology issues. He is a frequent speaker at continuing education courses for K2 Enterprises and publishes a nationally recognized blog on accounting and technology. Brian has also served as the technology editor for a major accounting industry publication. He has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Brian has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. He has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.
Past
Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 5
- Credits
Interested in similar content?
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
AI, Technology & Innovation
Better Productivity Through AI and Automation Tools (Live Webinar)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
- 3.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 5
- Credits
Overview
Artificial intelligence and automation are among today’s “leading edge” technologies. In this session, you will learn how to leverage these tools to enhance your business workflows, resulting in greater efficiency, productivity, and reduced errors.
|
|
Course Description
Unlock the incredible potential of Artificial Intelligence (AI) and automation tools to revolutionize your business operations. Imagine boosting productivity and accuracy effortlessly with cutting-edge technologies. Generative AI tools like ChatGPT and Gemini are your new best friends for conducting research, drafting reports, and crafting correspondence. Meanwhile, Microsoft’s Power Automate platform and tools, such as Zapier, can elevate your efficiency to levels you never thought possible.
Join our session to modernize your workflows and harness these powerful tools. You'll dive into practical applications of today’s AI and automation technologies, moving beyond the basics to streamline workflows, enhance internal controls, maximize productivity, and even boost team morale. Additionally, we'll guide you through potential pitfalls and help you avoid common mistakes when using these tools.
This session is a must-attend for anyone looking to stay ahead in the fast-paced business world. Don’t miss out on this opportunity to transform your operations and achieve unparalleled efficiency. Sign up today and take the first step towards a smarter, more productive future!
Join our session to modernize your workflows and harness these powerful tools. You'll dive into practical applications of today’s AI and automation technologies, moving beyond the basics to streamline workflows, enhance internal controls, maximize productivity, and even boost team morale. Additionally, we'll guide you through potential pitfalls and help you avoid common mistakes when using these tools.
This session is a must-attend for anyone looking to stay ahead in the fast-paced business world. Don’t miss out on this opportunity to transform your operations and achieve unparalleled efficiency. Sign up today and take the first step towards a smarter, more productive future!
Applicable for
CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation.
Learning Objectives
- Determine some of the potential benefits and risks associated with artificial intelligence and automation
- Identify examples of tasks that you can improve using AI
- Apply tools such as Power Automate to automate tasks associated with manipulating data
- Identify characteristics of tasks that lend themselves to automated workflows
Content
- Practical opportunities to leverage artificial intelligence and automation in business settings
- Potential risks associated with using AI and automation, including inherent ethical issues
- Pros and cons associated with tools such as ChatGPT, Gemini, Power Automate, and Zapier
Course Dates & Registration
Jun 30, 2026
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
Available
Oct 28, 2025
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
LAVESH CHATTLANI is the founder of Scalene AI Consulting, helping professional service firms drive measurable outcomes with AI, automation, and data strategy. With 15+ years in Canadian fintech, including senior leadership roles at Intuit QuickBooks and Sage, he’s worked with thousands of accountants to optimize their practice. A passionate educator and problem-solver, Lavesh brings expertise in workflow optimization, cloud ecosystems, and financial literacy. He’s a frequent speaker at fintech conferences, known for his strategic insight, engaging delivery—and yes, his famously bad dad jokes.
Past
Jul 17, 2025
9:00AM - 12:30PM
Online Virtual
Brian Tankersley
BRIAN TANKERSLEY, CITP, is a certified public accountant in Tennessee, a chartered global management accountant, and a consultant who advises US firms and companies on accounting technology issues. He is a frequent speaker at continuing education courses for K2 Enterprises and publishes a nationally recognized blog on accounting and technology. Brian has also served as the technology editor for a major accounting industry publication. He has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Brian has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. He has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.
BRIAN TANKERSLEY, CITP, is a certified public accountant in Tennessee, a chartered global management accountant, and a consultant who advises US firms and companies on accounting technology issues. He is a frequent speaker at continuing education courses for K2 Enterprises and publishes a nationally recognized blog on accounting and technology. Brian has also served as the technology editor for a major accounting industry publication. He has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Brian has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. He has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.
Past
Improving Your Virtual Learning Experience
Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns.
In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Interested in similar content?
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.