Stop guessing and start scaling: 100+ real-world insights on what actually works in AI-driven accounting firms.
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of the real-world lessons accounting professionals have learned while experimenting with artificial intelligence tools across audit, tax, advisory, and firm operations. Drawing on 120 practical insights from early AI adopters, the course explores what actually works in practice, what common mistakes firms make during AI pilots, and how accountants can adopt AI responsibly and effectively.
Participants will learn how AI impacts workflows, data governance, efficiency expectations, client communication, and advisory services. The course highlights the importance of redesigning processes—not just adopting new tools—while reinforcing the role of human judgment, professional skepticism, and strong governance frameworks. Through practical examples and implementation strategies, participants will gain a balanced view of AI opportunities and risks, including security, privacy, fraud detection, ESG reporting, and organizational change management. By the end of the course, accountants will understand how to run safe AI pilots, measure real value, and reinvest efficiency gains into higher-value advisory services.
Topics Covered:
AI pilot projects and early adoption lessons
Data governance, privacy, and AI security risks
AI efficiency expectations and return on investment
AI-enabled advisory services and value creation
Client communication and AI-assisted reporting
Risk analysis, fraud detection, and control testing with AI
Culture change, workforce transformation, and AI adoption strategies
Target Audience:
This course will benefit CPAs, accountants, auditors, financial analysts, and firm leaders seeking practical, experience-based insights on how to successfully implement AI within accounting workflows and client services.
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.
