Course Description:
Participants will explore how modern tools convert raw financial data into compelling visual insights, enabling faster decision-making, stronger client communication, and enhanced strategic advisory capabilities. The course moves beyond traditional spreadsheet-based analysis into AI-driven dashboards, infographics, and interactive visual environments. Emphasis is placed on responsible use, including data privacy, client consent, and human verification of outputs, ensuring alignment with professional standards. Learners will gain hands-on exposure to leading tools and workflows that allow them to create instant dashboards, visualization boards, and presentation-ready outputs using natural language prompts. By the end of the course, participants will understand how to elevate their role from data preparers to insight communicators in an AI-enabled financial landscape.

Topics Covered:
AI-powered data visualization fundamentals
Evolution from Excel to AI-driven tools
Instant dashboards and rapid visualization boards
Infographic generation and storytelling techniques
Mapping tools for geographic financial analysis
NotebookLM and research-to-visual workflows
Governance, risk, and responsible AI use

Learning Objectives:
Analyze financial data using AI visualization tools
Evaluate the effectiveness of different visual formats
Design dashboards and visual reports for stakeholders
Interpret trends, patterns, and anomalies visually
Apply governance and ethical standards to AI outputs
Develop workflows for rapid visualization creation
Construct compelling visual financial narratives

Who Will Benefit/Target Audience:
This course is designed for accountants, CPAs, and financial professionals seeking to enhance their analytical impact and communicate insights more effectively in an AI-driven environment.

Prerequisite Knowledge:
Basic understanding of accounting principles and familiarity with Excel or financial data analysis is recommended.

Presenter: Garrett Wasny

What To Expect:

• You will receive an email from CPA Saskatchewan following your registration to confirm your order and information on how to access the course through PD Connect.
• Once sent, these emails can also be found in the Communication tab of your CPA Saskatchewan Member Portal.
• Watch a qualified CPA instructor and receive a copy of the same course material that is provided to attendees of the in-person session.
• This course is designed for participants to view while following along with the course material provided.
• This self-study course allows you to save your progress and continue later. A certificate of completion will be provided upon successful completion of the course and quiz.
• Access to all on-demand learning courses will be for 180 days from the date of purchase.