Stop crunching numbers and start telling stories—transform complex financial data into instant, high-impact visuals without design skills.
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of AI-powered data visualization and mapping tools and their transformative impact on the accounting profession. Participants will explore how modern tools convert raw financial data into compelling visual insights, enabling faster decision-making, stronger client communication, and enhanced strategic advisory capabilities.
The course moves beyond traditional spreadsheet-based analysis into AI-driven dashboards, infographics, and interactive visual environments. Emphasis is placed on responsible use, including data privacy, client consent, and human verification of outputs, ensuring alignment with professional standards. Learners will gain hands-on exposure to leading tools and workflows that allow them to create instant dashboards, visualization boards, and presentation-ready outputs using natural language prompts. By the end of the course, participants will understand how to elevate their role from data preparers to insight communicators in an AI-enabled financial landscape.
Topics Covered:
AI-powered data visualization fundamentals
Evolution from Excel to AI-driven tools
Instant dashboards and rapid visualization boards
Infographic generation and storytelling techniques
Mapping tools for geographic financial analysis
NotebookLM and research-to-visual workflows
Governance, risk, and responsible AI use
Target Audience: This course is designed for accountants, CPAs, and financial professionals seeking to enhance their analytical impact and communicate insights more effectively in an AI-driven environment.
MA, CMC, CITP/FITP
GARRETT WASNY, MA, CMC, CITP/FITP, is an artificial intelligence (AI) skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His courses focus on the new intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. His 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. He’s also an award-winning Internet speaker, author, app developer, professional development specialist, and former management consultant for Price Waterhouse. He's published 50+ ebooks on computing and ethical issues related to accounting, written hundreds of articles and columns on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations around the globe.
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.
