Move beyond the hype: A proven roadmap to automate drudgery, scale advisory, and protect your firm’s integrity.
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how generative artificial intelligence is reshaping the accounting profession and how firms can build a practical strategy for responsible adoption. Participants will explore real-world case studies from global, mid-tier, and boutique accounting firms demonstrating how AI is transforming tax research, audit workflows, bookkeeping operations, financial planning, and client advisory services. The course introduces a structured “Trusted Acceleration” framework that enables professionals to deploy AI tools while protecting data integrity, professional judgment, and regulatory compliance. Through examples drawn from dozens of firms across North America, participants will learn how AI can compress research time, automate routine accounting processes, and unlock new advisory capabilities while avoiding the governance failures that have caused well-publicized technology setbacks. The program emphasizes the importance of governance, verification, and measurement to ensure that AI adoption produces real value rather than unmanaged risk.
Topics Covered:
The evolution of generative AI in the accounting profession
Case studies of AI adoption across Big Four, mid-tier, and small firms
AI applications in tax research, audit, and assurance workflows
AI automation in bookkeeping, payroll, and financial close processes
AI-enabled management accounting, FP&A, and data modernization
The Trusted Acceleration framework and risk-tier model for AI use cases
Governance structures, adoption phases, and KPIs for measuring AI success
Target Audience:
This course is designed for CPAs, accountants, finance leaders, and professional advisors seeking to develop a practical and defensible strategy for integrating generative AI into their firms or finance functions.
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.
