From Experimentation to Impact: Building High-Value AI Use Cases in Accounting (Live Webinar)
Overview
This course helps accounting professionals identify and design high-impact AI use cases within their organizations. Rather than focusing on tools, it introduces a practical framework for selecting the right problems, evaluating feasibility, and ensuring AI delivers real business value.
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Course Description
Participants will learn how to move beyond experimentation and build use cases that improve efficiency, insight, and decision-making. The course also covers key considerations, including workflow design and professional oversight.
Most AI projects in professional services firms don’t fail because the technology doesn’t work. They fail because employees resist, trust breaks down, and leaders underestimate the behavioural and cultural shift required. Research shows that 63% of AI implementation challenges stem from human factors, not technical ones. For accounting firms, where professional judgment, client trust, and regulatory defensibility are non-negotiable, the stakes of getting the people side wrong are especially high. This course gives accounting leaders the framework and tools to lead that change with intention.
Applicable for
Learning Objectives
- Identify high-impact AI opportunities in accounting workflows
- Recognize common pitfalls that cause AI initiatives to fail
- Apply a practical framework (ARIA) for evaluating and prioritizing AI use cases
- Connect AI opportunities to measurable business outcomes
- Define the human oversight, governance, and professional responsibility needed to keep
AI-assisted work defensible
Content
- Professional competence: Knowing how to evaluate and prioritize AI opportunities, rather than simply adopting tools, is becoming part of the competence CPAs are expected to maintain as day-to-day workflows change.
- Defensible adoption: A clear, repeatable way to map a workflow and build the business case, the ARIA approach taught in this session, gives firms something they can stand behind if a regulator, client, or auditor ever asks how an AI use case was selected and governed.
- Built for leaders, not technologists: Partners and managers are the ones who will be asked to lead their teams through this shift. This session is built specifically for that leadership role.
Course Dates & Registration
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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..webp?language=en-CA)
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.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.
- 1
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 2
- 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.
From Experimentation to Impact: Building High-Value AI Use Cases in Accounting (Live Webinar)
- 1
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 2
- Credits
Overview
This course helps accounting professionals identify and design high-impact AI use cases within their organizations. Rather than focusing on tools, it introduces a practical framework for selecting the right problems, evaluating feasibility, and ensuring AI delivers real business value.
|
|
Course Description
Participants will learn how to move beyond experimentation and build use cases that improve efficiency, insight, and decision-making. The course also covers key considerations, including workflow design and professional oversight.
Most AI projects in professional services firms don’t fail because the technology doesn’t work. They fail because employees resist, trust breaks down, and leaders underestimate the behavioural and cultural shift required. Research shows that 63% of AI implementation challenges stem from human factors, not technical ones. For accounting firms, where professional judgment, client trust, and regulatory defensibility are non-negotiable, the stakes of getting the people side wrong are especially high. This course gives accounting leaders the framework and tools to lead that change with intention.
Applicable for
Learning Objectives
- Identify high-impact AI opportunities in accounting workflows
- Recognize common pitfalls that cause AI initiatives to fail
- Apply a practical framework (ARIA) for evaluating and prioritizing AI use cases
- Connect AI opportunities to measurable business outcomes
- Define the human oversight, governance, and professional responsibility needed to keep
AI-assisted work defensible
Content
- Professional competence: Knowing how to evaluate and prioritize AI opportunities, rather than simply adopting tools, is becoming part of the competence CPAs are expected to maintain as day-to-day workflows change.
- Defensible adoption: A clear, repeatable way to map a workflow and build the business case, the ARIA approach taught in this session, gives firms something they can stand behind if a regulator, client, or auditor ever asks how an AI use case was selected and governed.
- Built for leaders, not technologists: Partners and managers are the ones who will be asked to lead their teams through this shift. This session is built specifically for that leadership role.
Course Dates & Registration
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, 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.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.