Use AI safely and compliantly. Learn essential procedures to protect client data and meet ethical & legal requirements in your accounting firm.
Navigate the essential privacy and security challenges when using AI tools like ChatGPT in your accounting or bookkeeping practice with "AI Compliance - Essential Privacy and Security Procedures".
AI offers powerful benefits, but its use introduces critical pitfalls concerning client confidentiality, professional ethics, and complex regulatory standards such as GDPR and international data transfer laws. Safeguarding sensitive data is paramount to avoid serious compliance breaches and maintain client trust.
This course provides practical, actionable best practices and strategies for safe AI adoption. You will learn how to:
Equip your firm and team with the knowledge and tools to harness the power of AI responsibly, protecting both your business and your clients in the rapidly evolving digital landscape.
FCA, Public Speaker and Author of the #1 best-selling book “Effective Pricing for Accountants”... known as the most sought-after profit improvement expert in the accounting community.
Mark Wickersham – Chartered Accountant, public speaker and #1 best-selling author – is known as the most sought-after profit improvement expert in the accounting community. He is famous for helping accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing. Mark is also a widely published author on practice issues. In May 2011 his first book, “Effective Pricing for Accountants”, was a number 1 Amazon bestseller. His other books include, “A Practical Approach to Value Pricing” and “How to Build a Successful Bookkeeping Business”, both of which have been widely acclaimed. Mark has over 100 recommendations from accountants on LinkedIn; CONNECT with him on LinkedIn to get access to free resources Mark has created for accountants in practice.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
