01 / CONNECT
Start with the rules.
Learn to bring published rules into your workflow, with sources you can check.
EDUCATION / PROFESSIONAL TRAINING
Don’t give away
your data.
Put it to work.
Have your data in one place.
Give away only what you need to.
A hands-on, paid half-day masterclass for professionals who handle other people’s information.
$1,200 CAD · 15 seats · a half day in Ottawa
YOUR KNOWLEDGE. YOUR CONTROL.Learn with the AI you already use.
THE FIRST ROOM / ACCOUNTING & TAX
AI for Accounting & Tax:
a hands-on half-day masterclass.
Bring your laptop. Connect a source of CRA and Ontario rules to the AI you already use. Leave with the connection working and a clearer way to check its answers.
02 / CONTROL
Know what it can reach.
See how connected files and accounts shape an answer. Decide what belongs in the task.
03 / APPLY
Leave with it working.
Build a useful workflow on your laptop and practise checking the result before relying on it.
A half day, in a small room.
Ottawa first. Toronto and Montreal next.
Lunch included. English and French available.
Certificate of completion.
Keep it for your self-reported CPD.
Bring your own laptop and an AI account that allows connections. Please don’t bring client records. We’ll send setup and preparation steps with your booking.
WHAT YOU LEAVE WITH
Not notes.
A working setup.
A connection that works.
The AI you already use, connected to the published CRA and Ontario rules on your own laptop, set up with you during the session.
A way to check it.
A repeatable habit for testing an answer against its source, so you rely on it only once you have seen why it holds.
A clear boundary.
A plain picture of what a connected assistant can and cannot reach in a client file, and how to decide what belongs in a task.
A certificate.
A certificate of completion with your hours itemised, including the professional ethics hour. You can count them toward your self-reported CPD.
JOIN THE WAITLIST
One room.
15 seats.
$1,200 CAD
- A half day, hands-on, in Ottawa. Lunch included.
- 3¾ hours of training, including a one hour professional ethics session.
- A certificate of completion with your hours itemised.
- English and French available.
These are hours you can claim toward your self-reported CPD, with your certificate as evidence of attendance. We are not accredited or approved by CPA Ontario, or by any other professional body.
Your certificate shows the name you enter at booking, exactly as typed.
Booking opens soon. Join the list and you’ll get the Eventbrite link the moment seats go live.
Tell us where you are and what you want to learn. We’ll send you the booking link the moment seats open.
READ BEFORE THE ROOM
Education notes.
THE NEXT ROOMS