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AI, Technology & Innovation
Artificial Intelligence for Accounting and Finance Professionals (Live Webinar)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Overview
From simple applications, such as spam filtering, to more advanced issues like fraud detection, AI continues to move into the mainstream. In this session, you will learn about different forms of AI and practical business applications of this emerging tool.
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Course Description
Step into the future of accounting and finance with our cutting-edge course on Artificial Intelligence (AI). Designed to demystify AI and transform it from a theoretical concept into a practical tool, this course will equip you with the skills to tackle modern challenges head-on. Whether you're looking to boost productivity, enhance accuracy, or streamline operations, our course has you covered.
Discover the incredible problem-solving capabilities of AI, tailored specifically for accounting and financial professionals. Learn how to leverage AI features integrated into everyday applications like Excel to detect fraud, identify transaction errors, and elevate your financial operations. Witness firsthand how AI is revolutionizing the industry and positioning you at the forefront of this technological wave.
Join us and unlock the full potential of AI to transform your workflow and drive success. Don't miss out on this opportunity to stay ahead of the curve and lead the way in the future of accounting and finance!
Discover the incredible problem-solving capabilities of AI, tailored specifically for accounting and financial professionals. Learn how to leverage AI features integrated into everyday applications like Excel to detect fraud, identify transaction errors, and elevate your financial operations. Witness firsthand how AI is revolutionizing the industry and positioning you at the forefront of this technological wave.
Join us and unlock the full potential of AI to transform your workflow and drive success. Don't miss out on this opportunity to stay ahead of the curve and lead the way in the future of accounting and finance!
Applicable for
Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes.
Learning Objectives
- Identify essential components of Artificial Intelligence tools
- Distinguish between AI, Machine Learning, and Robotic Process Automation
- Select appropriate AI tools to solve problems, conduct research, and address optimization scenarios in accounting and finance
- Identify AI features in applications like Excel
- Analyze AI's impact on the accounting and financial fields
Content
- Exploring AI applications in accounting and finance
- Understanding AI features in everyday tools
- Embracing the future: AI's impact on finance and accounting
Course Dates & Registration
Jul 8, 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
Jul 10, 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
Feb 12, 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.
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
Artificial Intelligence for Accounting and Finance Professionals (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
From simple applications, such as spam filtering, to more advanced issues like fraud detection, AI continues to move into the mainstream. In this session, you will learn about different forms of AI and practical business applications of this emerging tool.
|
|
Course Description
Step into the future of accounting and finance with our cutting-edge course on Artificial Intelligence (AI). Designed to demystify AI and transform it from a theoretical concept into a practical tool, this course will equip you with the skills to tackle modern challenges head-on. Whether you're looking to boost productivity, enhance accuracy, or streamline operations, our course has you covered.
Discover the incredible problem-solving capabilities of AI, tailored specifically for accounting and financial professionals. Learn how to leverage AI features integrated into everyday applications like Excel to detect fraud, identify transaction errors, and elevate your financial operations. Witness firsthand how AI is revolutionizing the industry and positioning you at the forefront of this technological wave.
Join us and unlock the full potential of AI to transform your workflow and drive success. Don't miss out on this opportunity to stay ahead of the curve and lead the way in the future of accounting and finance!
Discover the incredible problem-solving capabilities of AI, tailored specifically for accounting and financial professionals. Learn how to leverage AI features integrated into everyday applications like Excel to detect fraud, identify transaction errors, and elevate your financial operations. Witness firsthand how AI is revolutionizing the industry and positioning you at the forefront of this technological wave.
Join us and unlock the full potential of AI to transform your workflow and drive success. Don't miss out on this opportunity to stay ahead of the curve and lead the way in the future of accounting and finance!
Applicable for
Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes.
Learning Objectives
- Identify essential components of Artificial Intelligence tools
- Distinguish between AI, Machine Learning, and Robotic Process Automation
- Select appropriate AI tools to solve problems, conduct research, and address optimization scenarios in accounting and finance
- Identify AI features in applications like Excel
- Analyze AI's impact on the accounting and financial fields
Content
- Exploring AI applications in accounting and finance
- Understanding AI features in everyday tools
- Embracing the future: AI's impact on finance and accounting
Course Dates & Registration
Jul 8, 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
Jul 10, 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
Feb 12, 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.