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AI, Technology & Innovation

The State of AI: What Accounting Leaders Need to Know Right Now (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

AI is already reshaping accounting, yet most firm leaders lack a clear picture of what responsible adoption actually looks like in practice. This session delivers a practical, non-technical briefing built around Nucleations' proprietary workflow mapping process and AI Transformation Framework, grounded in real-world case studies. Participants leave with clarity on AI's capabilities and risks, and concrete steps to move forward with confidence.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

Course Description

AI is no longer on the horizon for accounting professionals. It is already reshaping how audit, tax, and financial reporting work gets done. Yet many firm leaders and senior practitioners are navigating this shift without a clear picture of what AI can actually do, where it falls short, and what responsible adoption looks like in practice. This session cuts through the noise with a practical, non-technical briefing designed specifically for accounting professionals. Participants will get exclusive access to Nucleations' proprietary workflow mapping process, which surfaces the highest-value AI opportunities within accounting operations, alongside a structured AI Transformation Framework spanning Strategy, People, Process, Governance, Data and Technology. Real-world case studies bring the learning to life across accounting operations. Participants will leave with a sharper understanding of AI's capabilities and risks, clarity on where human judgment remains non-negotiable, and concrete steps for moving forward with confidence. With regulatory expectations and client scrutiny rising, this is the moment for accounting leaders to get ahead of the curve. 

Applicable for

Designed for partners, firm leaders, and senior audit, tax, and financial reporting professionals seeking a practical, non-technical understanding of AI’s implications for professional practice, risk management, and firm strategy. 

Learning Objectives

By the end of this course, participants will be able to: 

  • Understand recent AI advancements and their impact on audit, tax, and financial reporting. 
  • Recognize key limitations, risks, and governance considerations in professional practice. 
  • Distinguish where AI adds value and where human judgment remains essential. 
  • Assess the business, workforce, and regulatory implications of AI adoption. 
  • Apply a structured AI transformation framework and receive practical next steps tailored for accounting firms. 

Content

This seminar is designed to help organizations approach AI adoption strategically - beyond the selection of individual tools. Drawing on real-world experience, the session addresses how AI initiatives fail when organizations focus on technology before clearly defining the business 
problems they aim to solve. 

Participants will gain a high-level understanding of AI and its relevance to the accounting profession, including clarity on AI’s capabilities, risks, and its growing impact on audit, tax, and financial reporting workflows. The session explores how strategy, governance, processes, people, and data readiness must align to successfully translate AI capabilities into meaningful and sustainable business outcomes. 

The seminar features relevant case studies and practical examples from the financial services, providing accounting leaders with a structured, strategic approach to AI adoption that moves beyond short-term tool experimentation.

Course Dates & Registration

Aug 18, 2026
10:00AM - 12:00PM
Online Virtual
Vanessa Rementilla
Vanessa Rementilla Vanessa Rementilla has 25+ years of experience leading human-centered design and business transformation across startups and large enterprises, including senior leadership roles at RBC, HomeEquity Bank and Cineplex. She is an industry speaker and educator, teaching AI at the Schulich School of Business and OCADU Co. Vanessa brings a human-centered perspective to AI design, emphasizing effective integration within organizational systems.
Saad Nizari
Saad Nizari Saad Nizari, CFA has 15+ years’ experience at McKinsey, RBC, Goldman Sachs. Saad has led AI transformations globally for firms across sectors and sizes, developing a practical view on what matters to deliver value from AI: a robust understanding of the problem to be solved alongside broader organizational realities, including implications on the end-to-end human-technology interaction model – not just the stack.
Available

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
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
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

The State of AI: What Accounting Leaders Need to Know Right Now (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits

Overview

AI is already reshaping accounting, yet most firm leaders lack a clear picture of what responsible adoption actually looks like in practice. This session delivers a practical, non-technical briefing built around Nucleations' proprietary workflow mapping process and AI Transformation Framework, grounded in real-world case studies. Participants leave with clarity on AI's capabilities and risks, and concrete steps to move forward with confidence.


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

Course Description

AI is no longer on the horizon for accounting professionals. It is already reshaping how audit, tax, and financial reporting work gets done. Yet many firm leaders and senior practitioners are navigating this shift without a clear picture of what AI can actually do, where it falls short, and what responsible adoption looks like in practice. This session cuts through the noise with a practical, non-technical briefing designed specifically for accounting professionals. Participants will get exclusive access to Nucleations' proprietary workflow mapping process, which surfaces the highest-value AI opportunities within accounting operations, alongside a structured AI Transformation Framework spanning Strategy, People, Process, Governance, Data and Technology. Real-world case studies bring the learning to life across accounting operations. Participants will leave with a sharper understanding of AI's capabilities and risks, clarity on where human judgment remains non-negotiable, and concrete steps for moving forward with confidence. With regulatory expectations and client scrutiny rising, this is the moment for accounting leaders to get ahead of the curve. 

Applicable for

Designed for partners, firm leaders, and senior audit, tax, and financial reporting professionals seeking a practical, non-technical understanding of AI’s implications for professional practice, risk management, and firm strategy. 

Learning Objectives

By the end of this course, participants will be able to: 

  • Understand recent AI advancements and their impact on audit, tax, and financial reporting. 
  • Recognize key limitations, risks, and governance considerations in professional practice. 
  • Distinguish where AI adds value and where human judgment remains essential. 
  • Assess the business, workforce, and regulatory implications of AI adoption. 
  • Apply a structured AI transformation framework and receive practical next steps tailored for accounting firms. 

Content

This seminar is designed to help organizations approach AI adoption strategically - beyond the selection of individual tools. Drawing on real-world experience, the session addresses how AI initiatives fail when organizations focus on technology before clearly defining the business 
problems they aim to solve. 

Participants will gain a high-level understanding of AI and its relevance to the accounting profession, including clarity on AI’s capabilities, risks, and its growing impact on audit, tax, and financial reporting workflows. The session explores how strategy, governance, processes, people, and data readiness must align to successfully translate AI capabilities into meaningful and sustainable business outcomes. 

The seminar features relevant case studies and practical examples from the financial services, providing accounting leaders with a structured, strategic approach to AI adoption that moves beyond short-term tool experimentation.

Course Dates & Registration

Aug 18, 2026
10:00AM - 12:00PM
Online Virtual
Vanessa Rementilla
Vanessa Rementilla Vanessa Rementilla has 25+ years of experience leading human-centered design and business transformation across startups and large enterprises, including senior leadership roles at RBC, HomeEquity Bank and Cineplex. She is an industry speaker and educator, teaching AI at the Schulich School of Business and OCADU Co. Vanessa brings a human-centered perspective to AI design, emphasizing effective integration within organizational systems.
Saad Nizari
Saad Nizari Saad Nizari, CFA has 15+ years’ experience at McKinsey, RBC, Goldman Sachs. Saad has led AI transformations globally for firms across sectors and sizes, developing a practical view on what matters to deliver value from AI: a robust understanding of the problem to be solved alongside broader organizational realities, including implications on the end-to-end human-technology interaction model – not just the stack.
Available

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.