Course Overview

Discover how leading-edge generative AI tools like Microsoft Copilot, Google Gemini, and OpenAI’s GPT‑4o are transforming the accounting profession. This interactive course equips Chartered Professional Accountants (CPAs) with the knowledge to confidently use AI in audit, tax, advisory, and financial reporting—while navigating emerging AI risks, ethics, and Canadian regulatory frameworks.

Whether you’re integrating AI into Excel or evaluating its impact on internal controls, this course delivers practical strategies, real use cases, and governance insights tailored to the CPA profession.

Why This AI Course for CPAs Is Essential in 2025
The accounting and finance industries are rapidly evolving due to the rise of:

• Microsoft Copilot for Excel, Word, Teams – Automate spreadsheet analysis, report writing, and meeting summaries.
• Google Gemini AI – Generate forecasts, insights, and client-ready content within Google Workspace.
• OpenAI GPT‑4o & GPT‑4.5 – Enable multimodal inputs (text, voice, image) for tax research, document review, and audit analytics.
• AI Agents like OpenAI Operator – Execute multi-step processes, such as financial reconciliations and regulatory updates.

In Canada, CPAs must also prepare for compliance with AIDA (Artificial Intelligence and Data Act) and align with voluntary AI governance standards that demand accountability, transparency, and ethical oversight.

What You’ll Learn (Learning Objectives)

By attending this CPD-certified course, you will:

• Understand the foundations of generative AI and major platforms like GPT, Copilot, and Gemini.
• Identify high-value AI use cases in accounting—such as financial statement analysis, fraud detection, and audit documentation.
• Recognize AI-related risks including hallucinations, bias, cybersecurity, and compliance concerns.
• Apply CPA-relevant frameworks to evaluate and govern AI in the workplace.
• Explore current AI regulations in Canada and global ethical trends.

Ideal for:

• CPAs in public practice or industry
• Audit and assurance professionals
• Financial controllers and CFOs
• Internal auditors, risk managers, and compliance officers
• CPAs pursuing verifiable CPD hours (includes ethics credit)