AI for Tax and Finance Professionals – From Overwhelmed to Future-Ready.

Tax and finance professionals are overworked and under-supported. Fortunately, there is hope. AI isn’t here to replace you, it’s here to help you. I work with tax teams, finance leaders, and independent professionals on how to use AI today to make their work more efficient, less stressful, and more valuable. I don’t just talk about AI; I show you how to use it in straightforward real-world scenarios, with practical applications you can implement right away.

Our mission is to show tax and finance professionals a path to embrace generative AI with curiosity and confidence through tailored support and rooted in our commitment to innovation and excellence.

By the Numbers

(1) Dec 2024 survey of US workers (Stanford, George Mason, Clemson, Columbia University research)
(2) KPMG Canada Nov 2024 “Generative AI Adoption Index survey”

300%

Average productivity gains of US workers. (1)

90%

Canadian workers using generative AI say the tools have enhanced the quality of their professional work. (2)

~46%

Fraction of Canadian Labor Force using Generative AI at work, primarily for research, ideation and writing e-mail (2)

Events

Future and past

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CPABC Presents: Future-Ready Business Insights – Panel Discussion

CPABC

In an ever-evolving world, it is essential for both businesses and individuals to be ready for the future.  The panel discussion will feature industry leaders sharing key considerations on how to navigate tomorrow’s challenges that you can apply to your business and career. You will then have the chance to connect with other employers and experienced CPAs during the reception.

Private Presentation

February 20, I will be presenting to a private group of tax leaders and partners on generative AI concepts and demonstrating use cases.

Verifiable CPD available.

“The most valuable skills you can develop are to learn how to learn, then act. Generative AI will make us ‘good beginners’ at nearly anything requiring intelligence. “

— Kyle Bunnell