A practical framework for maintaining professional integrity, objectivity, and accountability in an AI-driven practice.
This course translates professional ethics into 50 practical principles for using artificial intelligence in accounting, auditing, tax, and financial management. Through realistic accounting examples, participants will explore how to verify AI output, protect confidential information, preserve independent judgment, and keep people accountable for AI-assisted work. Ten sections connect familiar professional duties with emerging risks, including fabricated answers, automation bias, unauthorized AI use, unfair decisions, and excessive agent permissions. Participants will identify practical safeguards they can apply to everyday workflows. The “laws” are teaching principles; applicable laws, professional standards, and organizational policies continue to govern the work.
Topics Covered:
- Integrity: honest disclosure, verified output, and open correction of errors
- Objectivity: automation bias, conflicting evidence, and independent judgment
- Professional competence: model limits, fabricated answers, and expert consultation
- Due care: source checks, risk-based review, and human approval
- Confidentiality: authorized tools, client data, and AI agent permissions
- Professional behavior: honest marketing, fair fees, and synthetic media
- Risks and guard rails: risk assessment, effective safeguards, and escalation
- Independence: management responsibility, self-review threats, and fee dependence
- Fairness to people: bias testing, transparency, and human review
- Leadership and culture: clear policies, speaking up, and personal accountability
Who Will Benefit/Target Audience:
This course is designed for CPAs, accountants, auditors, tax professionals, controllers, finance leaders, and accounting advisors who use, review, or oversee AI-assisted work.
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.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
