AI Lessons Learned to Date for Accountants (OC)
This course provides essential insights into the current landscape of AI for accountants, drawing from real-world experiences and best practices. This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.
Course Description
As companies shift from theory to in-house experimentation, accountants must embrace an R&D mindset to stay competitive. This course covers proactive strategies for AI integration, addresses potential risks like cybersecurity threats, and emphasizes the importance of in-house AI development to minimize dependence on third-party vendors. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes, and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles.
Applicable for
This course is ideal for CPAs, financial analysts, auditors, and accounting managers who want to lead in AI adoption responsibly, manage AI-driven risks, and foster a culture of continuous learning and innovation within their organizations.
Learning Objectives
After attending this course, you will be able to:
- analyze the importance of in-house AI R&D for staying competitive in accounting
- identify strategies for moving from AI concepts to practical, value-adding applications
- recognize the urgency of adapting to AI’s exponential advancements
- conduct proactive AI assessments, benchmarks, and explorations in your organization
- evaluate the dual role accountants play in AI development as both innovators and data protectors
- encourage the creation of internal AI tools to address specific accounting challenges
- develop strategies to mitigate AI-related cyber threats and protect sensitive data
- recognize potential misuse patterns of generative AI and implement preventive measures
- address challenges in AI adoption and foster a supportive learning environment
- design a sustainable, adaptive approach to AI that supports ongoing development and ethical integration
Content
- introduction to AI R&D in accounting: why internal AI research is essential for modern firms
- theory to practice: moving quickly from speculative AI concepts to actionable strategies
- managing exponential change: understanding the urgency of adapting to AI’s rapid evolution
- proactive AI engagement: conducting in-house AI benchmarks, research, and hackathons
- the dual role in AI development: balancing innovation with data security and ethical responsibilities
- internal AI tools creation: encouraging accountants to develop AI solutions tailored to their needs
- data security and cyber threats: addressing AI-enabled cybercrime and protecting against internal risks
- mitigating AI misuse: recognizing abuse patterns and implementing safe practices
- challenges in AI integration: handling resistance, management concerns, and rapid technological shifts
- continuous learning and adaptation: building a resilient, R&D-focused AI culture in accounting
Instructor: Garrett Wasny
What To Expect:
- This is a Live Virtual Seminar where class size has been limited to allow for an interactive learning environment.
- This seminar will not be recorded.
- Course materials, links and credentials will be found in PD Connect two business days before the seminar.
- Once sent, these emails can also be found in the Communication tab of your CPA Saskatchewan Member Portal.
- Live webinars have varying levels of expected interaction to support a proper learning experience. We encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration. If you have concerns about the interaction required for this course, please email [email protected].
Registration
Last day to register is 8/10/2026