AI Lessons Learned 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 the real-world lessons accounting professionals have learned while experimenting with artificial intelligence tools across audit, tax, advisory, and firm operations. Drawing on 120 practical insights from early AI adopters, the course explores what actually works in practice, what common mistakes firms make during AI pilots, and how accountants can adopt AI responsibly and effectively. Participants will learn how AI impacts workflows, data governance, efficiency expectations, client communication, and advisory services.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Identify common mistakes firms make during early AI pilots
- Explain how AI adoption changes accounting workflows and processes
- Evaluate AI risks related to privacy, security, and governance
- Analyze how AI can improve risk detection, fraud monitoring, and control testing
- Assess realistic expectations for efficiency and return on AI investments
- Develop strategies to integrate AI into advisory and client communication workflows
- Design practical AI pilots and governance frameworks for accounting teams
Content
- AI pilot projects and early adoption lessons
- Data governance, privacy, and AI security risks
- AI efficiency expectations and return on investment
- AI-enabled advisory services and value creation
- Client communication and AI-assisted reporting
- Risk analysis, fraud detection, and control testing with AI
- Culture change, workforce transformation, and AI adoption strategies
Course Content Created: 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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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.
AI Lessons Learned 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 the real-world lessons accounting professionals have learned while experimenting with artificial intelligence tools across audit, tax, advisory, and firm operations. Drawing on 120 practical insights from early AI adopters, the course explores what actually works in practice, what common mistakes firms make during AI pilots, and how accountants can adopt AI responsibly and effectively. Participants will learn how AI impacts workflows, data governance, efficiency expectations, client communication, and advisory services.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Identify common mistakes firms make during early AI pilots
- Explain how AI adoption changes accounting workflows and processes
- Evaluate AI risks related to privacy, security, and governance
- Analyze how AI can improve risk detection, fraud monitoring, and control testing
- Assess realistic expectations for efficiency and return on AI investments
- Develop strategies to integrate AI into advisory and client communication workflows
- Design practical AI pilots and governance frameworks for accounting teams
Content
- AI pilot projects and early adoption lessons
- Data governance, privacy, and AI security risks
- AI efficiency expectations and return on investment
- AI-enabled advisory services and value creation
- Client communication and AI-assisted reporting
- Risk analysis, fraud detection, and control testing with AI
- Culture change, workforce transformation, and AI adoption strategies
Course Content Created: 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.