Stop crunching numbers and start selling strategy: A repeatable, AI-driven workflow to land high-value advisory clients.
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how artificial intelligence is transforming the accounting profession and creating powerful new opportunities for innovative business advisory services. As AI tools rapidly expand the capabilities of financial professionals, accountants are increasingly positioned to move beyond traditional compliance and reporting roles toward high-value strategic advisory work.
Participants will explore a practical framework for identifying, designing, and delivering AI-enabled advisory services that address real market demand. The course introduces the PRISM-15 framework, which outlines 15 commercially viable advisory roles supported by AI across areas such as strategic intelligence, automation, compliance monitoring, and governance. Participants will also learn a five-step, AI-powered business development pipeline that helps firms identify opportunities, research prospects, craft proposals, and nurture client relationships.
Throughout the session, emphasis is placed on responsible AI governance, professional judgment, and the importance of integrating multiple AI platforms to enhance insight and efficiency. By the end of the course, participants will understand how to leverage AI as a strategic accelerator that strengthens decision-making, improves operational performance, and positions accountants as forward-looking advisors in an increasingly digital economy.
Topics Covered:
The transformation of accounting from compliance to strategic advisory
The PRISM-15 framework for AI-enabled advisory services
AI-driven decision support and financial forecasting
Process automation and operational optimization using AI
Market intelligence, compliance monitoring, and financial crime detection
AI-powered learning, communication, and financial storytelling
AI governance, ethics, and responsible adoption frameworks
Target Audience:
This course is designed for CPAs, financial professionals, consultants, and accounting firm leaders who want to expand into high-value advisory services by leveraging artificial intelligence to enhance client insight and strategic impact.
MA, CMC, CITP/FITP
GARRETT WASNY, MA, CMC, CITP/FITP, is an artificial intelligence (AI) skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His courses focus on the new intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. His sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. He’s also an award-winning Internet speaker, author, app developer, professional development specialist, and former management consultant for Price Waterhouse. He's published 50+ ebooks on computing and ethical issues related to accounting, written hundreds of articles and columns on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations around the globe.
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.
