The Future is Generative AI: What CPAs need to know

We are in the age of Generative AI and this course will examine the implications for our profession.

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Generative AI (artificial intelligence), such as ChatGPT and Google’s Bard, has captured the public consciousness more quickly and intensely than other transformative technologies. Fear of missing out(FOMO) is a significant driver in many professionals attempting to understand and maximize generative AI for productivity and income-earning purposes.

Generative AI is game-changing, although not necessarily a leap in machine and deep learning innovation. For the CPA Profession, we must grapple with how this technology will integrate with our highly valued skill sets, including

  • Critical thinking
  • Professional judgment
  • Trust and leadership

Understanding the journey of AI from Alan Turning’s CAPTCHA to generative AI is part of understanding where we are today and where this technology may be heading. And what these developments in AI mean for the CPA profession in terms of our current skill set, development and knowledge.

For full disclosure reasons: The above and below were NOT written by generative AI.

Learning objectives (Using Bloom’s Taxonomy)

  1. Defining generative AI
  2. Listing the branches of AI
  3. Explaining the history of generative AI
  4. Discussing the explore vs exploit mindset for generative AI
  5. Describing what ChatGPT is and how it works
  6. Applying ChatGPT for CPAs
  7. Applying AI in document management
  8. Applying AI in presentation and reporting9.Applying AI in excel

2.0 hrs of verifiable CPD (Certificate will be provided upon course completion)


Additional information

  1. Program pre-requisites: There are no prerequisites for this course
  2. Advance preparation: None
  3. Delivery method: E-learning
  4. CPD/CPE credits: Participants will earn 2.0 professional development credits (hours)
  5. Verifiable course: 2.0hrs.

Your Instructor


David Trahair and Garth Sheriff
David Trahair and Garth Sheriff

David Trahair

David Trahair, CPA, CA, is a personal finance writer, trainer, speaker and eLearning developer. His books include Smoke and Mirrors: Financial Myths That Will Ruin Your Retirement Dreams, Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment Advisor, Crushing Debt: Why Canadians Should Drop Everything and Pay Off Debt, Cash Cows, Pigs and Jackpots: The Simplest Personal Finance Strategy Ever and his latest The Procrastinator’s Guide to Retirement: How You Can Retire in 10 Years or Less. His views are totally independent because he does not sell any financial products. He currently operates his own personal finance training and eLearning development firm and offers live webinars and online courses to people through organizations including the CPA provincial and territorial bodies.

www.trahair.com(opens in a new tab)
[email protected]

Garth Sheriff

Garth Sheriff (CPA, CA, CPA (Illinois), CIA, CGMA, MAcc is the founder of Sheriff Consulting. Sheriff Consulting provides continuing professional development (CPD) courses in leadership, communication, and assurance.

Garth has worked as an assurance professional and learning provider for over 20 years. Garth has also acted in various stage and film productions. He is a graduate in improvisation from The Second City and a member of ACTRA (the Alliance of Canadian Cinema, Television and Radio Artists).


Course Curriculum


  Future is Generative AI: What CPAs need to know
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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