Master the essentials of AI for accounting. Gain confidence in navigating AI's risks and harnessing its transformative power for your practice.
This course provides a concise overview of the most frequently asked questions accountants have about artificial intelligence—and offers clear, empowering answers that demystify the technology. Rooted in real-world concerns and designed for immediate application, this course equips CPAs and accounting professionals with foundational knowledge, practical workflows, and strategic frameworks to confidently engage with AI tools. Participants will learn how to navigate AI risks, safely implement GenAI, and leverage AI as a mindset shift rather than just a tech upgrade. With practical insights from prompt parties to privacy protocols, the course helps transform fear into fluency and hesitation into innovation.
Topics Covered:
Who Will Benefit/Target Audience: This course is ideal for accountants, auditors, finance professionals, and CPA firm leaders seeking clarity, confidence, and practical guidance in integrating AI into their practices.
Prerequisite Knowledge: Basic familiarity with accounting principles and curiosity about how emerging technologies can impact the profession.
2 activities • 1 videos • duration: 1h 43m
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.
Some of already known information, but interesting
Good background and summary
It helped me understand the A.I value equation better than I did going into the course.
good match for me .
