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AI, Technology & Innovation

Leading AI Integration for Agile CPAs Certificate Program (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

Bridging Finance Expertise with AI Transformation – No Coding Required.

The escalating AI talent war is well documented, signaling fierce competition for technical experts. However, this trend also exposes a critical gap: while engineers develop AI models, businesses urgently need strategic leaders who can effectively manage, deploy, and commercialize AI solutions in real-world business settings.

ADVISORY

To earn the Leading AI Integration for Agile CPAs Certificate, you must attend all the live sessions. Sessions will not be recorded.

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

This course takes place over multiple segments:

Feb 9, 2027 |11:30am-3:30pm
Feb 16, 2027 |11:30am-3:30pm
Feb 23, 2027 |11:30am-3:30pm

 

Course Description

CPAs are often responsible for ensuring financial systems comply with regulations. AI systems that automate financial tasks like fraud detection, forecasting and auditing need to be transparent and auditable. As CPAs now serve as strategic advisors, their input is important in guiding tech investments, ROI on AI tools and ethical implications. AI Product Management is important for CPAs because it gives them the ability to explain AI models, build and test controls and safeguards and engage better with internal and client systems.  

Applicable for

This session is for CPAs who lead people or are about to. It is most useful for those in their first few years of leadership. That includes new managers, controllers, and people on a partnership track who now have to lead the work instead of doing it. More experienced leaders will still take value from the framework and the self-assessment. 

Learning Objectives

  • Communicate AI concepts to both technical teams and executive stakeholders. 
  • Contribute to AI product roadmaps, commercialization plans, and risk reviews. 
  • Lead GTM, onboarding, and adoption strategies for AI tools in finance, audit, and client services. 
  • Enhance client engagement through data-driven insights and AI-enabled value offerings. 
  • Navigate the ethical, compliance, and governance requirements of AI applications. 

Content

Day 1: AI Fundamentals for Business Leaders

  • Understand AI/ML concepts, data requirements and limitations – explained in clear, business-friendly terms with relevant examples from both enterprise and start-up settings. 
  • Explore applications such as audit automation, fraud detection, forecasting, and risk modelling, with real-world case studies spanning global enterprises and agile start-ups. 
  • AI Product Lifecycle - From 0-1 to Scale
  • Navigate the full product journey – ideation, market validation, MVP design, testing, launch, onboarding, adoption strategies and scaling. 
  • Learn how product development and deployment differ between lean start-ups and large enterprises. 

Day 2: Stakeholder Mapping, Change Management & Funding

  • Engage executives, technical teams, clients, regulators and investors. 
  • Understand funding dynamics and investor expectations in both start-up fundraising and enterprise budget cycles to secure buy-in and ensure smooth adoption. 

Day 3: Go-to-Market (GTM) for AI-Enabled Products

  • Develop pricing, value propositions and commercialization strategies tailored to niche start-up markets and large enterprise clients. 
  • Address onboarding, client training and adoption challenges in each context.

 

Course Dates & Registration

Feb 9 - 23, 2027
11:30AM - 3:30PM
Online Virtual
Wei Yang
Wei Yang, MBA, FRM, is a leader in business and technology transformation with deep experience in consulting, modernization, and change management. She works across product development, strategy, and program governance, with a strong focus on financial services, including capital markets, treasury, and wealth management. She is currently a Director at Scotiabank, where she contributes to global wealth AI strategy. Previously, she led global capital markets engineering and consulting teams, supporting large-scale platform modernization and transformation initiatives. Wei holds an MBA from the University of Toronto’s Rotman School of Management, specializing in Consulting. She also holds a Bachelor of Commerce in Finance from the University of Toronto and is a Certified Financial Risk Manager (FRM).
Available
Register Now
Course Code: C64505A_OL

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
$1499
Members
$1600
Non-Members
Eligible Hours
12
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
36
Credits
Prerequisites
Prerequisites
There is no pre-requisite to register for this certificate program, but please note that you must attend ALL the live sessions to earn the certificate. The sessions will not be recorded.
Credit Card Fee

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

Leading AI Integration for Agile CPAs Certificate Program (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$1499
Members
$1600
Non-Members
Eligible Hours
12
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
36
Credits
Prerequisites
Prerequisites
There is no pre-requisite to register for this certificate program, but please note that you must attend ALL the live sessions to earn the certificate. The sessions will not be recorded.

Overview

Bridging Finance Expertise with AI Transformation – No Coding Required.

The escalating AI talent war is well documented, signaling fierce competition for technical experts. However, this trend also exposes a critical gap: while engineers develop AI models, businesses urgently need strategic leaders who can effectively manage, deploy, and commercialize AI solutions in real-world business settings.

ADVISORY

To earn the Leading AI Integration for Agile CPAs Certificate, you must attend all the live sessions. Sessions will not be recorded.

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

This course takes place over multiple segments:

Feb 9, 2027 |11:30am-3:30pm
Feb 16, 2027 |11:30am-3:30pm
Feb 23, 2027 |11:30am-3:30pm

 

Course Description

CPAs are often responsible for ensuring financial systems comply with regulations. AI systems that automate financial tasks like fraud detection, forecasting and auditing need to be transparent and auditable. As CPAs now serve as strategic advisors, their input is important in guiding tech investments, ROI on AI tools and ethical implications. AI Product Management is important for CPAs because it gives them the ability to explain AI models, build and test controls and safeguards and engage better with internal and client systems.  

Applicable for

This session is for CPAs who lead people or are about to. It is most useful for those in their first few years of leadership. That includes new managers, controllers, and people on a partnership track who now have to lead the work instead of doing it. More experienced leaders will still take value from the framework and the self-assessment. 

Learning Objectives

  • Communicate AI concepts to both technical teams and executive stakeholders. 
  • Contribute to AI product roadmaps, commercialization plans, and risk reviews. 
  • Lead GTM, onboarding, and adoption strategies for AI tools in finance, audit, and client services. 
  • Enhance client engagement through data-driven insights and AI-enabled value offerings. 
  • Navigate the ethical, compliance, and governance requirements of AI applications. 

Content

Day 1: AI Fundamentals for Business Leaders

  • Understand AI/ML concepts, data requirements and limitations – explained in clear, business-friendly terms with relevant examples from both enterprise and start-up settings. 
  • Explore applications such as audit automation, fraud detection, forecasting, and risk modelling, with real-world case studies spanning global enterprises and agile start-ups. 
  • AI Product Lifecycle - From 0-1 to Scale
  • Navigate the full product journey – ideation, market validation, MVP design, testing, launch, onboarding, adoption strategies and scaling. 
  • Learn how product development and deployment differ between lean start-ups and large enterprises. 

Day 2: Stakeholder Mapping, Change Management & Funding

  • Engage executives, technical teams, clients, regulators and investors. 
  • Understand funding dynamics and investor expectations in both start-up fundraising and enterprise budget cycles to secure buy-in and ensure smooth adoption. 

Day 3: Go-to-Market (GTM) for AI-Enabled Products

  • Develop pricing, value propositions and commercialization strategies tailored to niche start-up markets and large enterprise clients. 
  • Address onboarding, client training and adoption challenges in each context.

 

Course Dates & Registration

Feb 9 - 23, 2027
11:30AM - 3:30PM
Online Virtual
Wei Yang
Wei Yang, MBA, FRM, is a leader in business and technology transformation with deep experience in consulting, modernization, and change management. She works across product development, strategy, and program governance, with a strong focus on financial services, including capital markets, treasury, and wealth management. She is currently a Director at Scotiabank, where she contributes to global wealth AI strategy. Previously, she led global capital markets engineering and consulting teams, supporting large-scale platform modernization and transformation initiatives. Wei holds an MBA from the University of Toronto’s Rotman School of Management, specializing in Consulting. She also holds a Bachelor of Commerce in Finance from the University of Toronto and is a Certified Financial Risk Manager (FRM).
Available
Register Now
Course Code: C64505A_OL

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. 

Credit Card Fee

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.