Artificial Intelligence (AI) is transforming the accounting profession, creating new opportunities to enhance productivity, streamline operations, and deliver greater value to clients. CCPAA-ON is launching a four-part webinar series exploring how AI can be applied to improve everyday office efficiency, its current and emerging applications in accounting, and the future trends shaping the profession. Learn from an experienced AI consultant about the practical process, challenges, and considerations involved in implementing AI solutions within organizations. The series will also explore important legal considerations in AI procurement and implementation, including vendor agreements, data privacy, confidentiality, and protecting client interests. 

Building on the conversations initiated at CCPAA-ON’s GenAI Horizons 2024: Innovation, Ethics, and Practice conference, this series will equip you with valuable insights to embrace AI confidently, responsibly, and strategically.

Whether you are an accounting professional, firm owner, or business leader, join us as we continue the conversation on the evolving role of AI and its impact on the future of the professions.

Event Series

Session 1: AI in Workplace

Session 2: AI for Accounting

Session 3: AI in Consulting

Session 4: AI for Legal

Session 1: AI in Workplace

AI is no longer a future capability. It’s a workplace skill. 

This session explores the practical side of working with AI, covering how modern AI systems operate, where they deliver the most value, and how to achieve better results through effective prompting. Topics include common business use cases, prompt engineering, conversational prompting, context management, common failure modes, and advanced techniques for improving output quality. Through demonstrations and real-world examples, the session examines both the opportunities and limitations of AI, providing a practical framework for using these tools more effectively and responsibly in professional environments.

Featured Speaker:

Fredrick Zhou 

Manager, Data Management, TD Wealth

Fredrick is a Manager in Data Management at TD Wealth with 15 years of experience in financial services and more than a decade working in analytics and data. In addition to his role, he is actively driving AI adoption and improving AI literacy across the workplace, helping professionals integrate generative AI into their daily workflows. 

Drawing on hands-on experience with AI tools, prompt engineering, context engineering, and enterprise AI enablement, he focuses on bridging the gap between AI capabilities and practical business applications. He is passionate about helping professionals develop the skills and judgment needed to use AI effectively, responsibly, and with confidence.

Event Information: Online Webinar

Date: Thursday, November 19, 2026

Time: TBD

Location: Zoom

Language: English

CPD Credit: TBD

Cost: Member: $15 Non-member: $20

Once registered, you will receive an email confirmation with webinar details. 

Active participation is mandatory for receiving the CPD certificate, including answering all poll questions. 

Please use the same name when registering on ccpaa.ca and joining the Zoom meeting.