Generative AI Strategy for Accountants (On-Demand - Wasny)
Overview
This brand-new 2026 course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how generative artificial intelligence is reshaping the accounting profession and how firms can build a practical strategy for responsible adoption. Participants will explore real-world case studies from global, mid-tier, and boutique accounting firms demonstrating how AI is transforming tax research, audit workflows, bookkeeping operations, financial planning, and client advisory services.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Identify the strategic drivers accelerating AI adoption in accounting firms
- Examine real-world AI implementation case studies across firm sizes and functions
- Analyze operational accounting workflows suitable for AI augmentation or automation
- Evaluate governance frameworks that support responsible AI deployment
- Apply the Trusted Acceleration model to classify and prioritize AI use cases
- Assess key performance indicators that measure the value and risks of AI adoption
- Develop a structured roadmap for integrating generative AI into accounting practice
Content
- The evolution of generative AI in the accounting profession
- Case studies of AI adoption across Big Four, mid-tier, and small firms
- AI applications in tax research, audit, and assurance workflows
- AI automation in bookkeeping, payroll, and financial close processes
- AI-enabled management accounting, FP&A, and data modernization
- The Trusted Acceleration framework and risk-tier model for AI use cases
- Governance structures, adoption phases, and KPIs for measuring AI success
Course Content Created: May 2025
Course Content Updated: March 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Garrett Wasny, MA, CMC, CITP/FIBPAbout This Product
On-Demand Courses by Garrett Wasny. Garrett Wasny, MA, CMC, CITP/FIBP is an independent digital skills advisor to accountants worldwide. His courses focus on the intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. The sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. The presentations reveal how practitioners can build on their core knowledge as financial stewards and develop new digital competencies as strategic advisors, cross-domain thinkers, and integrated reporters. You’ll walk away from his courses future-ready, tech-powered, and technically prepared to take on a storm of business disruption.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
What you can expect
An optional exercise will be available to further your learning.
Course Dates & Registration
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 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.
Generative AI Strategy for Accountants (On-Demand - Wasny)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
This brand-new 2026 course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how generative artificial intelligence is reshaping the accounting profession and how firms can build a practical strategy for responsible adoption. Participants will explore real-world case studies from global, mid-tier, and boutique accounting firms demonstrating how AI is transforming tax research, audit workflows, bookkeeping operations, financial planning, and client advisory services.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Identify the strategic drivers accelerating AI adoption in accounting firms
- Examine real-world AI implementation case studies across firm sizes and functions
- Analyze operational accounting workflows suitable for AI augmentation or automation
- Evaluate governance frameworks that support responsible AI deployment
- Apply the Trusted Acceleration model to classify and prioritize AI use cases
- Assess key performance indicators that measure the value and risks of AI adoption
- Develop a structured roadmap for integrating generative AI into accounting practice
Content
- The evolution of generative AI in the accounting profession
- Case studies of AI adoption across Big Four, mid-tier, and small firms
- AI applications in tax research, audit, and assurance workflows
- AI automation in bookkeeping, payroll, and financial close processes
- AI-enabled management accounting, FP&A, and data modernization
- The Trusted Acceleration framework and risk-tier model for AI use cases
- Governance structures, adoption phases, and KPIs for measuring AI success
Course Content Created: May 2025
Course Content Updated: March 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Garrett Wasny, MA, CMC, CITP/FIBPAbout This Product
On-Demand Courses by Garrett Wasny. Garrett Wasny, MA, CMC, CITP/FIBP is an independent digital skills advisor to accountants worldwide. His courses focus on the intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. The sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. The presentations reveal how practitioners can build on their core knowledge as financial stewards and develop new digital competencies as strategic advisors, cross-domain thinkers, and integrated reporters. You’ll walk away from his courses future-ready, tech-powered, and technically prepared to take on a storm of business disruption.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
What you can expect
An optional exercise will be available to further your learning.
Course Dates & Registration
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.