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AI, Technology & Innovation
Technology for CPAs - Don't Get Left Behind (Live Webinar - Multi Segment)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Overview
Technology changes daily, so it's essential to stay up-to-date with critical developments to effectively leverage today’s technologies. Join us for this session to explore key technological developments impacting accounting and financial professionals.
Course Description
Are you keeping up with the technology you use each day? Discover the latest tech tools designed to save you time and boost your effectiveness. As technology continues to advance, staying current is crucial. This course is ideal for individuals who aren't IT experts but need a technology refresher to enhance their skills and serve their companies or clients more efficiently.
In this dynamic, fast-paced course, you'll explore today's IT landscape, including computer hardware, software such as Microsoft Office, operating systems (including updates to Windows), and peripheral devices. Learn what these advancements mean for you and how to leverage significant trends in information technology. From the latest Excel features to best practices for working with PDF files, to addressing security and privacy issues, we've got you covered. Plus, discover how to maximize your ROI on your IT investment.
Throughout the program, you'll benefit from real-time demonstrations of the latest tools' practical applications. Gain the knowledge you need to harness the power of technology now and in the future. Don't miss this opportunity to enhance the value of your IT investment.
In this dynamic, fast-paced course, you'll explore today's IT landscape, including computer hardware, software such as Microsoft Office, operating systems (including updates to Windows), and peripheral devices. Learn what these advancements mean for you and how to leverage significant trends in information technology. From the latest Excel features to best practices for working with PDF files, to addressing security and privacy issues, we've got you covered. Plus, discover how to maximize your ROI on your IT investment.
Throughout the program, you'll benefit from real-time demonstrations of the latest tools' practical applications. Gain the knowledge you need to harness the power of technology now and in the future. Don't miss this opportunity to enhance the value of your IT investment.
Applicable for
Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology.
Learning Objectives
- Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
- Choose and implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook
- Select features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
- Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals
Content
- Emerging technologies all business professionals should know
- Considerations associated with upgrading to a newer version of Windows and why that might be advised
- Practical options for protecting your data
- New features in commonly used applications such as Excel and Adobe Acrobat DC
Course Dates & Registration
Aug 10 - 11, 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
Nov 6 - 7, 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
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
$425
Members
$475
Non-Members
Eligible Hours
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 10
- 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
Technology for CPAs - Don't Get Left Behind (Live Webinar - Multi Segment)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
Passport
- 10
- Credits
Overview
Technology changes daily, so it's essential to stay up-to-date with critical developments to effectively leverage today’s technologies. Join us for this session to explore key technological developments impacting accounting and financial professionals.
Course Description
Are you keeping up with the technology you use each day? Discover the latest tech tools designed to save you time and boost your effectiveness. As technology continues to advance, staying current is crucial. This course is ideal for individuals who aren't IT experts but need a technology refresher to enhance their skills and serve their companies or clients more efficiently.
In this dynamic, fast-paced course, you'll explore today's IT landscape, including computer hardware, software such as Microsoft Office, operating systems (including updates to Windows), and peripheral devices. Learn what these advancements mean for you and how to leverage significant trends in information technology. From the latest Excel features to best practices for working with PDF files, to addressing security and privacy issues, we've got you covered. Plus, discover how to maximize your ROI on your IT investment.
Throughout the program, you'll benefit from real-time demonstrations of the latest tools' practical applications. Gain the knowledge you need to harness the power of technology now and in the future. Don't miss this opportunity to enhance the value of your IT investment.
In this dynamic, fast-paced course, you'll explore today's IT landscape, including computer hardware, software such as Microsoft Office, operating systems (including updates to Windows), and peripheral devices. Learn what these advancements mean for you and how to leverage significant trends in information technology. From the latest Excel features to best practices for working with PDF files, to addressing security and privacy issues, we've got you covered. Plus, discover how to maximize your ROI on your IT investment.
Throughout the program, you'll benefit from real-time demonstrations of the latest tools' practical applications. Gain the knowledge you need to harness the power of technology now and in the future. Don't miss this opportunity to enhance the value of your IT investment.
Applicable for
Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology.
Learning Objectives
- Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
- Choose and implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook
- Select features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
- Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals
Content
- Emerging technologies all business professionals should know
- Considerations associated with upgrading to a newer version of Windows and why that might be advised
- Practical options for protecting your data
- New features in commonly used applications such as Excel and Adobe Acrobat DC
Course Dates & Registration
Aug 10 - 11, 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
Nov 6 - 7, 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
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.