AI With Integrity
AI tools are already part of everyday accounting work, and without clear rules even well-meaning staff may put client data into free, unprotected platforms. This course examines AI governance and acceptable use, the confidentiality and privacy risks of consumer versus enterprise tools, and why a qualified professional remains accountable for every AI-assisted deliverable. It also looks at emerging threats such as deepfakes and prompt injection. Attend to leave with practical steps you can apply right away. You'll be able to draft the core elements of an AI acceptable-use policy covering approved tools, permitted data, and review responsibilities. You'll also be able to weigh the privacy risks of using client data in different tools, and apply review and documentation practices that keep your work defensible. A template policy and low-cost starting tasks make it easy to begin.
Watch
1:42
The 6-Question AI Policy Framework (No Budget Required)Lavesh Chattlani breaks down what every AI policy needs to cover—and why starting small beats waiting for perfection. Learn three concrete steps you can take Monday: audit your data, draft a one-pager, and establish verification rules. No budget or IT project required. Watch to build AI governance that actually works.
1:26
Why AI Policy Matters: The Real RiskWithout a written AI policy, your team will use AI anyway—just unsupervised and on their phones with client data. The risk isn't that people use AI; it's that nobody decides how they should. Lavesh Chattlani breaks down why an AI governance framework belongs at the top of your priority list, and how to draft one that actually works.
3:52
Air Canada Chatbot Disaster: When AI Gets It WrongWhen an Air Canada chatbot gave a passenger incorrect bereavement fare information, the airline tried to claim the chatbot was a separate legal entity. The courts disagreed—and the ruling has major implications for professional firms using AI. Learn why disclaimers aren't enough, and how to keep AI tools accountable before they talk to your clients.
3:58
The $25M Deepfake Heist That Changed Security ForeverA global engineering firm lost $25 million to AI-generated deepfakes in a video call—with zero systems hacked. Watch how attackers used social proof and perfect replicas of the CEO, CFO, and executives to deceive a finance controller into authorizing the transfer. This real case reveals why traditional security alone isn't enough in the age of synthetic media.
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
- Additional course files PDF
Course details
- Recommended CPE credit
- 1
- Field of study
- Behavioral Ethics
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Course number
- 26C01533
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
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Your instructor
Lavesh Chattlani
President at Scalene AI Inc. | AI Strategy, Enablement & Governance · Scalene AI Inc.
Lavesh Chattlani is the President of Scalene AI, where he helps accounting and finance teams adopt AI responsibly and turn it into measurable ROI. He brings more than a decade of senior leadership in North American fintech, including nine years at Intuit, where he helped build the Canadian Professional Services Division, and most recently as Senior Director of Sage's Canadian Accountant Business Unit. Trained as...
Full profile →Attendee feedback
Common questions
Will this course help me if I work in industry accounting, or is it only for public practice firms?
This course is designed for all accountants and accounting professionals—whether you're in public practice, industry, or bookkeeping. The core principles of accountability, data protection, and review apply everywhere. We walk through real examples of how to use tools like Copilot and Claude responsibly in your role, and the guardrails we build (like callback verification for payments and CRA access controls) work in any organization.
Do I need to know how to use ChatGPT or other AI tools before I take this?
No prerequisites required. We assume you're new to using AI in your accounting work, and we start by building three core principles—accountability, privacy, and fairness—that frame everything. If you've already experimented with AI tools, you'll recognize the risks we cover and get a practical framework for doing it safely. Either way, you'll leave with concrete steps to take on Monday.
What exactly will I be able to do after this course that I can't do now?
You'll be able to draft a written AI policy for your firm, evaluate which AI tools are safe for client data and which aren't, design a review process so you stay accountable for AI-assisted work, and spot deepfakes and fraud attempts that use AI. We walk through a $25 million deepfake case and phishing emails generated by AI, then show you the three-line control that stops them. You'll also know how to check citations, recalculate numbers, and document your AI use in a way that protects you.
How much of this course is theory versus actually showing me what to do?
We spend most of the time on real cases and live examples. You'll see the Air Canada chatbot case, a lawyer who got caught filing fake case citations from ChatGPT, a Samsung source-code leak, and a $25 million deepfake video call. Then we translate each one into an actionable control: the five-step review checklist, the callback rule for payments, the two-question test before you paste client data into a tool. The last 20 minutes is building your one-page policy.
I'm worried about client data leaking if I use AI tools. What does this course actually cover on that?
We cover exactly where your data lives—we show you how to check whether data on Microsoft 365 or Google Workspace is stored in Canada, the US, or both, and why it matters for your engagement letter. We walk through the Samsung case where an engineer pasted source code into free ChatGPT and lost it permanently. Then we give you a two-question framework: Does it contain sensitive data? Is the tool approved for client data? And we show you which tools have enterprise contracts that protect it and which don't. You'll know the difference between consumer and enterprise versions before you accidentally paste a client's SIN.
