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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 continues to evolve at a rapid pace, creating new opportunities and challenges for accounting and finance professionals. This course provides a practical overview of key technology trends, tools, and developments affecting the profession. Participants will gain insights into emerging technologies, productivity solutions, security considerations, and software enhancements that can help improve efficiency, strengthen decision-making, and maximize the value of technology investments.

Course Description

Staying current with technology is essential for today’s accounting professionals. This course explores the latest technology tools, software developments, and productivity features that can help CPAs work more efficiently and effectively. Through practical demonstrations and real-world examples, participants will learn how to leverage technology trends, enhance their use of common business applications, address security and privacy considerations, and maximize the return on their technology investments.

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

Nov 12 - 13, 2026
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
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.
Available
Aug 10 - 11, 2026
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
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.
Past
Nov 6 - 7, 2025
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
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.
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

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 continues to evolve at a rapid pace, creating new opportunities and challenges for accounting and finance professionals. This course provides a practical overview of key technology trends, tools, and developments affecting the profession. Participants will gain insights into emerging technologies, productivity solutions, security considerations, and software enhancements that can help improve efficiency, strengthen decision-making, and maximize the value of technology investments.

Course Description

Staying current with technology is essential for today’s accounting professionals. This course explores the latest technology tools, software developments, and productivity features that can help CPAs work more efficiently and effectively. Through practical demonstrations and real-world examples, participants will learn how to leverage technology trends, enhance their use of common business applications, address security and privacy considerations, and maximize the return on their technology investments.

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

Nov 12 - 13, 2026
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
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.
Available
Aug 10 - 11, 2026
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
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.
Past
Nov 6 - 7, 2025
9:00AM - 12:30PM
Online Virtual
Lavesh Chattlani
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.
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. 

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.