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Protect your professional reputation and master Canadian ethical standards to ensure total accountability when leveraging AI in your accounting practice.
On one Monday, four items land on the desk of Nadia Rahman, a fictional CPA and manager at an Ontario firm. A tax memo drafted with AI cites three Tax Court decisions and a folio nobody has read. A junior has pasted a client’s T2 working papers into a personal ChatGPT account. The invoice for the memo still says ten hours, though about four were worked. And a long-standing client wants a cottage rental loss filed on the strength of a ChatGPT answer that cites two cases.
This course works through what the CPA Code requires when AI does part of the work. It starts from CPA Ontario’s June 2026 guidance, The Responsible Use of AI in Professional Practice, and goes where that guidance doesn’t: fees, and what you tell clients. Each slide is tagged so you can tell a binding rule from guidance, an international benchmark, a research finding or the instructor’s own analysis.
Dr. Jason Dean, an economist, brings tools that make the hard calls workable:
You’ll work through twelve think pauses, most of them real dilemmas: a fake citation found in a delivered report, a memo due today with its authorities unread, a partner who wants a data leak kept from the client, a CFO who pastes the board pack into ChatGPT, a fixed-fee client who asks whether their fee should come down, and a managing partner who wants to ban AI outright. A second running case follows Omar Haddad, a controller, so the course speaks to CPAs in industry as well as public practice.
The course also covers how ChatGPT, Claude, Gemini and Microsoft Copilot treat what you type on personal and business accounts, as checked in October 2026; how PIPEDA, the Alberta and BC Acts and Québec’s law apply to AI vendors; the breach record and harm test when client data ends up in the wrong place; and the Code’s rules on responsibility for others’ AI use. Recent Canadian court and tribunal decisions, and the Deloitte reports with fabricated citations, ground the discussion.
You leave with a one-page AI policy template, a vendor checklist, illustrative engagement-letter wording and five incident-response steps.
Who should take it:
Canadian CPAs in public practice and industry who use AI tools or supervise people who do. No technical background is needed.
Note: General educational information, not legal or professional advice. The rules quoted are CPA Ontario’s; check your own province’s code.
Associate Professor of Economics | King's University College at Western
#Dr. Jason Dean **Associate Professor of Economics and Applied Economist** Dr. Jason Dean is an Associate Professor of Economics at King’s University College at Western University and holds a PhD in Economics from McGill University. He teaches university students and working professionals, drawing on experience in academic research, economic consulting, public policy and the practical use of artificial intelligence. His CPD work covers applied economics and emerging AI tools. His approach is practical and evidence-based: explain how something works, identify the assumptions and limitations, and give learners a framework they can use in their own work. Jason has worked extensively with generative AI since the emergence of ChatGPT, incorporating it into teaching, research and professional education. He has delivered three presentations for Haver Analytics, most recently a June 2026 session on Model Context Protocol (MCP) servers. He has also presented on AI for the Canadian Chamber of Commerce and the Toronto Association for Business and Economics. His presentations have covered AI productivity tools, copyright, privacy, emerging capabilities and the practical implications of using AI in professional work. Before joining King’s, Jason worked as an associate and health economist at Analysis Group and as an economic research analyst at CEP News. His consulting work contributed to published studies of healthcare costs and treatment outcomes. He has also taught economics to CPA students at Sheridan College. Jason’s teaching career has taken him across Canada, Japan and China. In 2024, he was a visiting professor in Canadian Studies at Kwansei Gakuin University in Japan, where he taught Canadian Business Culture and Canadian Economic History. He has also taught Labour Economics at Wuhan University of Technology and Labour Economics and International Trade and Finance at Renmin University in Beijing. His experience teaching in China later prompted him to develop his Economics of China course at King’s. His Canadian teaching experience also includes Wilfrid Laurier University, McMaster University Continuing Education and McGill University. Jason has contributed assessment questions, digital learning activities and instructional materials to economics resources for McGraw-Hill and Pearson. His research examines questions with practical consequences for households, workers and employers. What happens when immigrants cannot find work related to their education? How does a fall in income affect a renter’s ability to move? Do Canadian housing and stock markets share a long-run relationship? His work has appeared in journals including *Applied Economics*, *Regional Science and Urban Economics*, *Cliometrica* and the *Journal of Housing Economics*. As an Associate Researcher with the Montreal Economic Institute, Jason studies how taxes and benefit reductions affect the financial return to work. His policy publications examine the circumstances of low-income seniors, people taking second jobs and workers moving off income assistance. He has also provided media commentary on housing, labour markets, artificial intelligence and the Canadian economy. Jason also holds an MA in Economics from the University of Guelph and an Honours BBA from Wilfrid Laurier University. --- ## MONTREAL ECONOMIC INSTITUTE | RESEARCH REPORTS - **“End Penalties That Punish Low-Income Seniors Who Work”** (2026), with the collaboration of Gabriel Giguère. - **“The Benefits of Eliminating the Middle-Income Tax Bracket”** (2025), with the collaboration of Emmanuelle B. Faubert. - **“Full-Time Struggle and Two-Job Juggle: A Tax Holiday for Canadians to Fight Rising Costs”** (2024), with the collaboration of Renaud Brossard. - **“Canada’s Welfare Wall: Enhancing the CWB for Full-Time Employment”** (2023), with the collaboration of Renaud Brossard. - **“Labour Shortages: Helping a Trapped Pool of Potential Workers Help Themselves”** (2023), with the collaboration of Célia Pinto Moreira. --- ## POLICY COMMENTARY - **“It’s time to give the middle class a real tax break.”** *The Hamilton Spectator*, March 17, 2025. - **“Hey Ottawa, workers with two jobs could use a break.”** *The Hamilton Spectator*, January 13, 2024. - **“Workers Benefit not working for workers.”** *Financial Post*, May 4, 2023. --- ## PEER-REVIEWED RESEARCH | ECONOMICS - Dilmaghani, M., and Dean, J. **“Sexual orientation and intra-household specialization before and after the legal recognition of same-sex marriage in Canada.”** *Applied Economics*, 56(29), 3460–3484 (2024). - Singh, A., McFarlane, A., Dean, J., and Erenburg, G. **“Are Canadian Residential Real Estate and Stock Markets Segmented or Integrated?”** *Empirical Economics Letters*, 23(7) (2024). - Dean, J., and Steele, M. **“Income decline, financial insecurity, landlord screening and renter mobility.”** *Regional Science and Urban Economics*, 95, 103797 (2022). - Dean, J., and Geloso, V. **“The linguistic wage gap in Quebec, 1901 to 1951.”** *Cliometrica*, 16, 615–637 (2022). - Dilmaghani, M., and Dean, J. **“Sexual orientation and homeownership in Canada.”** *Journal of Housing Economics*, 49, 101688 (2020). - Dean, J. **“Does it matter if immigrants work in jobs related to their education?”** *IZA Journal of Development and Migration*, 8, Article 7 (2018). - Dilmaghani, M., and Dean, J. **“Labor Market Attainment of Canadian Jews During the First Two Decades of the 20th Century.”** *Contemporary Jewry*, 38, 49–77 (2018). - Dean, J., and Dilmaghani, M. **“Economic Integration of Pre-WWI Immigrants from the British Isles in the Canadian Labour Market.”** *Journal of International Migration and Integration*, 17(1), 55–76 (2016). - Dilmaghani, M., and Dean, J. **“Religiosity and female labour market attainment in Canada: the Protestant exception.”** *International Journal of Social Economics*, 43(3), 244–262 (2016). --- ## COAUTHORED RESEARCH | HEALTH ECONOMICS AND OUTCOMES - **“Systematic review of long-acting injectables versus oral atypical antipsychotics on hospitalization in schizophrenia.”** *Current Medical Research and Opinion*, 30(8), 1643–1655 (2014). - **“Burden of schizophrenia on selected comorbidity costs.”** *Expert Review of Pharmacoeconomics & Outcomes Research*, 14(2), 259–267 (2014). - **“Impact of omalizumab on emergency-department visits, hospitalizations, and corticosteroid use among patients with uncontrolled asthma.”** *Annals of Allergy, Asthma & Immunology*, 109(1), 59–64 (2012). --- ## OTHER RESEARCH REPORTS - Dean, J., and Dilmaghani, M. **“Religious Diversity and Labour Market Attainment: Nova Scotia and New Brunswick, 1911–2011.”** Atlantic Research Group on Economics of Immigration, Aging and Diversity (2015).
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.
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