Watch AI go through thousands of documents, build 13-week cash forecasts and spot duplicate payments, and learn how to verify every result.
AI is now built into almost every accounting, reporting and invoicing tool, and general assistants like Microsoft Copilot, ChatGPT, Claude, Gemini and Grok can already take hours of routine work off an accountant’s desk. The real question is no longer whether to use AI, but how to use it safely and get results you can trust. This session answers that question with practical examples, not theory.
It’s led by a technology and cybersecurity leader who advises businesses across North America, and it starts with the foundations every firm needs before rolling AI out. You’ll learn why the name of a tool says little about its security, and why free and personal plans aren’t suitable for client data. You’ll also see what a strong AI acceptable-use policy should cover, and how risks like overexposed file permissions, prompt-injection attacks and AI note-takers can quietly expose confidential information. Real cases, from a chatbot’s promise a company was held liable for to a consulting report with invented references, show why human oversight can’t be optional.
The rest of the session walks through 15 quick wins you can start using right away. You’ll see AI:
Throughout, the focus is on checking the output, challenging the AI when something looks wrong, and keeping the final call with the professional.
You’ll leave with a simple plan for getting started: one tool, one repetitive task, one owner and one way to measure the result. The principle behind the whole session is that analysis is AI’s job, but judgment always stays with you.
1 activity • 1 videos • duration: 1h 15m
The CPA Small Practitioners’ Forum was created to offer an inviting, semi-causal, and easygoing professional development weekend that provides substantial professional development value to small practitioners. All profit earned by the CPA Small Practitioners’ Forum is donated to the Alberta CPA Education Foundation, so you are helping young people in Canada get scholarships for university. All these courses are reviewed by the delegates at the Forum in Banff annually so we have a great lineup that is adjusted every year to keep things relevant to small practitioners. If you work at a public accounting firm in Canada with employees of 1-50 people, you are our target demographic and you should find this course useful.
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.
