Use AI safely and compliantly. Learn essential procedures to protect client data and meet ethical & legal requirements in your accounting firm.
Navigate the essential privacy and security challenges when using AI tools like ChatGPT in your accounting or bookkeeping practice with "AI Compliance - Essential Privacy and Security Procedures".
AI offers powerful benefits, but its use introduces critical pitfalls concerning client confidentiality, professional ethics, and complex regulatory standards such as GDPR and international data transfer laws. Safeguarding sensitive data is paramount to avoid serious compliance breaches and maintain client trust.
This course provides practical, actionable best practices and strategies for safe AI adoption. You will learn how to:
Equip your firm and team with the knowledge and tools to harness the power of AI responsibly, protecting both your business and your clients in the rapidly evolving digital landscape.
FCA, Public Speaker and Author of the #1 best-selling book “Effective Pricing for Accountants”... known as the most sought-after profit improvement expert in the accounting community.
Mark Wickersham – Chartered Accountant, public speaker and #1 best-selling author – is known as the most sought-after profit improvement expert in the accounting community. He is famous for helping accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing. Mark is also a widely published author on practice issues. In May 2011 his first book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. His other books include, “A Practical Approach to Value Pricing” and “How to Build a Successful Bookkeeping Business”, both of which have been widely acclaimed. Mark has over 100 recommendations from accountants on LinkedIn; CONNECT with him on LinkedIn to get access to free resources Mark has created for accountants in practice.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
