Artificial Intelligence (AI) Agile Finance PD Courses for CPAs

The Artificial Intelligence (AI) Agile Finance Series is our new series of courses focusing on the digital disruption CPAs are facing in their businesses. It covers topics like Data Analytics, Robotic Process Automation and AI.

We have 4 courses in the AI Agile Finance series.

Unlock the Power of AI and ChatGPT - CPA CPD - Advantage Montreal Seminars Inc.

Course 3082: Unlock the Power of AI

As the accounting landscape evolves, AI technologies are playing a pivotal role in reshaping traditional practices. This course delves into the intersection of AI and accounting, equipping CPAs with the knowledge to navigate this transformative journey. This also brings ethical challenges.

Topics covered:

  • Ethics (2 hours)
  • Understanding the Core Concepts of AI
  • The Ethics of AI
  • Responsible AI
  • Risk Considerations of Gen AI
  • The Benefits & Core Tools of AI
  • Unlocking Value with Gen AI for Finance
  • Leveraging Copilot
  • Most Popular Gen AI Tools Used Today with Real-life Examples
  • Challenges & Limitations of Gen AI

Learning outcomes:

  • Understand how AI impacts the work of Accountants
  • Learn how AI enhances Financial Reporting and Auditing
  • Recognize how AI-driven insights provide strategic decision support
  • Leverage AI for Advisory Services
  • Increase Profitability Through AI by improving productivity
Navigate Cyber Risks: Defending Data in the Digital Age - CPA-CPD- Advantage Montreal Seminars -

Course 3083: Navigate Cyber Risks: Defending Data in the Digital Age

In an era where cyber threats evolve at an unprecedented pace, understanding how to safeguard sensitive information is more critical than ever. This session is designed specifically for CPAs, equipping you with the tools and insights to identify, manage, and mitigate cyber risks. Explore practical strategies to protect client and organizational data, stay compliant with industry regulations, and foster a culture of cybersecurity awareness. Whether you're navigating the complexities of ransomware, phishing scams, or data breaches, this session will empower you to defend against digital vulnerabilities and ensure robust data security in the age of innovation.

Topics covered:

  • Data Breaches and Developing a Response Plan
  • Cybersecurity Legal and Regulatory Landscape
  • Cybersecurity Threats
  • Most Common cyberattacks
  • Walkthrough a Ransomware Attack
  • Security Considerations of Gen AI
  • Is Your Accounting Department at Risk from a Cyberattack?
  • Cybersecurity Solution Options for Smaller Businesses & Non-Techies
  • July 19, 2024 Global IT Cyber Outage Case Study & Lessons Learned
Reinvent Finance Role - Advantage Montreal Seminars Inc.

Course 3071: Reinventing the Finance Role in a Digital World

Given current technology trends, it seems fair to say that Accounting and Finance professionals will be working in a vastly different finance department in the not-so-distant future—both in terms of who will be doing the work and how that work will get done. In fact, many finance leaders are already preparing for a future where finance “talent” comes in multiple forms.

  • The Mindset for Digital Transformation
  • How to Attain a World-Class Financial Close
  • Data Transformation: The ROI to Automation
  • Finance Data Analytics - From Data to Value
  • The Agile Finance Team
  • Budgeting and Financial Reporting in a Digital World
  • Reimagine the CPA in a Digital World
  • Digital Transformation
  • Lessons Learned from Transitioning to a Cloud-Based Solution
Top Digital Disruptors meeting-5395615_1280_4 reduced

Course 3072: Top 3 Disruptors Facing CPAs

According to the World Economic Forum:

  • In 10 years time, 50% of jobs will be changed by automation - but only 5% eliminated.
  • 9 out of 10 jobs will require digital skills.

The top disruptors facing the CPA profession are: RPA, AI and data analytics. This course delves into these topics. Participants will walk away with an understanding of the following topics:

  • How to become a digital transformation champion
  • Top Trends Changing the Accounting Function
  • Disruption from Robotic Process Automation (RPA)
  • Disruption from Data Analytics
  • Disruption from AI & Machine Learning
  • Integrating Data Analytics, RPA, AI and Machine Learning – Intelligent Automation
  • Intelligent Automation Applications
  • Data Analytics to Detect Common Fraud Schemes and Improve Internal Controls
  • Data Analytics in the Accounting Department
  • Data Analytics Tests to Detect Anomalies
  • Intelligent Automation in the Tax Department