AI in Action Series: Build Your Personal AI Clone Agent

A hands-on course focused on adopting an AI first mindset and building your own AI Clone Agent. You will learn why AI driven transformation is becoming essential for organizations and walk through how to create an agent that captures their expertise and style to automate repeatable tasks and multiply their time. This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

     
Learning Objectives
Upon completing this course, you should be able to:

  • Understand why an AI first approach is critical for organizations today
  • Understand key insights from the coming disruption reshaping professional work
  • What an AI Clone Agent is and how it amplifies personal productivity
  • How to design, train, and refine an AI agent using your knowledge and workflows
  • Practical examples of tasks your AI Clone can automate to save time

Who Will Benefit
CPAs, operational leaders, and professionals ready to move from theory to hands on AI adoption and workflow automation.

Instructor: Vince Fung

What to Expect

  • Upon registration in this seminar, you will receive two emails: (1) confirmation of your order and (2) instructions on how to access the seminar through the Learning Hub. These emails can also be viewed in the Communication tab located on the Account page in the member portal. 
  • Seminar materials can be found in the Learning Hub at least two business days prior to the seminar, if applicable to your seminar. 
  • This is a Live Virtual seminar, and it is an interactive learning environment that may require webcam and microphone capabilities.  
  • This seminar will not be recorded. 
  • A certificate of completion will be provided in the Learning Hub after attendance validation has been completed.

By registering for this seminar, you acknowledge that you have read and agreed to the professional development Terms & Conditions.  

If you have any questions about this seminar, email [email protected]

When
6/3/2026 1:00 PM - 2:00 PM
Central Daylight Time

Options

Wednesday, 03 June 2026

Description
Time
1:00 PM - 2:00 PM
6/3/2026 1:00 PM

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