Artificial intelligence is reshaping the accounting profession and creating new opportunities to improve efficiency, enhance decision-making, and deliver greater value to clients and organizations. This certificate program explores the strategic application of AI in accounting, helping participants understand emerging technologies, evaluate opportunities and risks, and develop practical approaches to AI adoption. Participants will gain insights into how AI can support innovation while maintaining professional standards, ethical responsibilities, and sound judgment.

Note: There is some content overlap with the half-day PD seminar “Generative AI Strategy for Accountants” also presented by Garrett Wasny.

This program examines the evolution of AI and its implications for accounting professionals, with a focus on developing practical strategies for adoption and implementation. Participants will explore frameworks that support workflow automation, enhanced decision-making, and improved client service while considering ethical, governance, and risk management considerations. Through practical examples and real-world applications, the program demonstrates how CPAs can effectively combine human expertise with AI capabilities to create sustainable business value.

Program Schedule

• November 30, 9am-12:30pm
  Foundations of AI 

• December 1, 9am-12:30pm
  AI Tools, Frameworks, and Techniques

• December 2, 9am-12:30pm
  Developing and Executing AI Strategies

• Self-Paced (1 hour) 
  Generative AI Workbook for Accountants - Practice Assignments

Sessions in this series will be recorded and made available for participants that were unable to attend the live session. The recordings will be available for up to 1 week following the end of the program. To earn the AI Strategy for Accountants Certificate, you must attend the live sessions - if you miss a session, you must review the recorded version completely. 

• Analyze the eight waves of AI evolution and their impact on accounting
• Design AI adoption strategies aligned with organizational goals
• Implement AI frameworks to automate workflows and improve decision-making
• Evaluate ethical considerations and create AI usage policies
• Apply AI tools to enhance financial analysis, reporting, and client solutions
• Develop performance metrics to measure AI effectiveness and ROI
• Synthesize human expertise with AI capabilities to maximize value

• The eight waves of AI evolution and their implications for accounting
• Developing and implementing an AI strategy
• Key AI frameworks: A.N.A.L.Y.Z.E., N.A.R.R.A.T.E., and C.O.N.N.E.C.T.
• Ethical AI adoption and the CPA AI Credo
• Human-AI collaboration: Balancing automation with professional judgment
• Real-world use cases for AI in financial analysis, reporting, and compliance
• Risk management and performance metrics for AI implementation

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.