I teach CPAs to use generative AI on the tasks they already do: drafting client emails, building formulas, researching standards, reviewing documents. Every session uses accounting examples and ends with prompts and checklists people can use the next morning.

In-house firm workshops

Half-day or full-day sessions built around your firm's tools, policies, and engagement types.

Hands-on AI labs

Small-group, laptops-open sessions where participants take a real use case from concept to working draft.

Professional development courses

PD seminars for CPA bodies and associations on GenAI, AI ethics, and emerging technology. Signed CPD certificates will be issued.

Choosing the right AI tool

A structured way to compare ChatGPT, Claude, Copilot, Gemini, and Perplexity, including enterprise data handling.

Recent sessions for CPA Ontario

Feb 25: The 2026 CPA's Guide to GenAI Evaluation

May 28: Claude.ai Fundamentals for CPAs

Aug 11: Claude in Action for CPAs

Sep 29: Practical AI for Finance & Industry Leaders: From Concept to Use Case

I have delivered training at accounting firms and for professional associations, including CPA Ontario, CPA New Brunswick, and ISACA.