Stop crunching numbers and start selling strategy: A repeatable, AI-driven workflow to land high-value advisory clients.
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how artificial intelligence is transforming the accounting profession and creating powerful new opportunities for innovative business advisory services. As AI tools rapidly expand the capabilities of financial professionals, accountants are increasingly positioned to move beyond traditional compliance and reporting roles toward high-value strategic advisory work.
Participants will explore a practical framework for identifying, designing, and delivering AI-enabled advisory services that address real market demand. The course introduces the PRISM-15 framework, which outlines 15 commercially viable advisory roles supported by AI across areas such as strategic intelligence, automation, compliance monitoring, and governance. Participants will also learn a five-step, AI-powered business development pipeline that helps firms identify opportunities, research prospects, craft proposals, and nurture client relationships.
Throughout the session, emphasis is placed on responsible AI governance, professional judgment, and the importance of integrating multiple AI platforms to enhance insight and efficiency. By the end of the course, participants will understand how to leverage AI as a strategic accelerator that strengthens decision-making, improves operational performance, and positions accountants as forward-looking advisors in an increasingly digital economy.
Topics Covered:
The transformation of accounting from compliance to strategic advisory
The PRISM-15 framework for AI-enabled advisory services
AI-driven decision support and financial forecasting
Process automation and operational optimization using AI
Market intelligence, compliance monitoring, and financial crime detection
AI-powered learning, communication, and financial storytelling
AI governance, ethics, and responsible adoption frameworks
Target Audience:
This course is designed for CPAs, financial professionals, consultants, and accounting firm leaders who want to expand into high-value advisory services by leveraging artificial intelligence to enhance client insight and strategic impact.
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.
