1.0 Verifiable CPD Hour (Ethics) • AI Tools and Security for Accountants
AI Security & Capabilities in Accounting
A review of AI tools for accountants and bookkeepers, what these tools can and cannot do, security practices you need to know about in your business, and how these tools deal with your client data.
Instructor: Wilson Wong, CPA, CA
Live Broadcast: Wednesday, October 28th, 2026 at 12:00 PM MDT
What You Will Learn in This 1-Hour Verifiable Session
- PIPEDA & AI Security: What actually happens to client financial PDFs when staff paste data into consumer AI chatbots—and how a Zero-Retention architecture eliminates professional liability.
- Why Standard AI Fails on Accounting: What are AI capabilities if it always makes things up? How to overcome these challenges and use AI practically for your accounting clients.
- Case Study: A walkthrough of how my firm uses AI, our best practices, what we do and don't do.