AI Liability and Malpractice Exposure
AI Liability and Malpractice Exposure
CPE Credit:
2
Overview
Description:
This course provides a concise overview of the emerging liability, malpractice, regulatory, insurance, and professional-conduct risks associated with CPAs’ use of artificial intelligence. Participants will examine how traditional duties of care, competence, confidentiality, verification, and professional accountability apply when AI is used in accounting, tax, audit, and advisory work. Drawing on developments in the United States, Canada, and the United Kingdom, the course explores documented AI failures, regulatory expectations, insurance coverage gaps, data exposure, and practical controls CPAs can implement to make AI-assisted work more defensible
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Information Technology (2 CPE)
Instructor
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
Additional Details
Who should attend:
This course is designed for CPAs, accountants, auditors, tax practitioners, firm leaders, controllers, CFOs, and other accounting professionals who use or oversee AI-assisted professional work.
Program Level:
Overview
Program Content:
The major topics that will be covered in this course include:
- Professional accountability for AI-generated work
- AI errors, hallucinations, and malpractice exposure
- Emerging cases, sanctions, and disciplinary actions
- AI regulatory expectations in the US, Canada, and UK
- Professional liability insurance and AI coverage gaps
- Confidentiality, privilege, privacy, and data exposure
- Verification, documentation, governance, and defensibility
Learning Objectives:
After attending this presentation, you will be able to…
- Explain how professional liability principles apply to AI-assisted work
- Identify AI-related conduct that may create malpractice or disciplinary exposure
- Analyze how hallucinations and inadequate verification can produce professional liability
- Compare key AI-related professional obligations across the US, Canada, and UK
- Evaluate potential AI exclusions and coverage gaps in professional liability insurance
- Assess confidentiality, privacy, privilege, and data-handling risks associated with AI
- Apply verification, documentation, governance, and human-review controls to strengthen defensibility
Prerequisites:
None
Advanced Preparation:
A general understanding of accounting practice, professional ethics, and generative AI is helpful but not required.
Developed By:
Garrett Wasny
Format:
Group-Internet-Based
Course Code:
GWAILME2
Our Partners
NASBA Sponsor
AI Liability and Malpractice Exposure
Course Code:
GWAILME2
Program Level:
Overview
Description:
This course provides a concise overview of the emerging liability, malpractice, regulatory, insurance, and professional-conduct risks associated with CPAs’ use of artificial intelligence. Participants will examine how traditional duties of care, competence, confidentiality, verification, and professional accountability apply when AI is used in accounting, tax, audit, and advisory work. Drawing on developments in the United States, Canada, and the United Kingdom, the course explores documented AI failures, regulatory expectations, insurance coverage gaps, data exposure, and practical controls CPAs can implement to make AI-assisted work more defensible
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:
The major topics that will be covered in this course include:
- Professional accountability for AI-generated work
- AI errors, hallucinations, and malpractice exposure
- Emerging cases, sanctions, and disciplinary actions
- AI regulatory expectations in the US, Canada, and UK
- Professional liability insurance and AI coverage gaps
- Confidentiality, privilege, privacy, and data exposure
- Verification, documentation, governance, and defensibility
Learning Objectives:
After attending this presentation, you will be able to…
- Explain how professional liability principles apply to AI-assisted work
- Identify AI-related conduct that may create malpractice or disciplinary exposure
- Analyze how hallucinations and inadequate verification can produce professional liability
- Compare key AI-related professional obligations across the US, Canada, and UK
- Evaluate potential AI exclusions and coverage gaps in professional liability insurance
- Assess confidentiality, privacy, privilege, and data-handling risks associated with AI
- Apply verification, documentation, governance, and human-review controls to strengthen defensibility
Who should attend:
This course is designed for CPAs, accountants, auditors, tax practitioners, firm leaders, controllers, CFOs, and other accounting professionals who use or oversee AI-assisted professional work.
Developed By:
Garrett Wasny
Instructor:
Garrett Wasny, MA, CMC, CITP/FIBP
CPE Credit:
2
Field of Study:
Information Technology (2 CPE)
Prerequisites:
None
Advanced Preparation:
A general understanding of accounting practice, professional ethics, and generative AI is helpful but not required.
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 10/8/2026 @ 1:00 PM
- 10/14/2026 @ 9:30 AM
- 10/20/2026 @ 5:00 PM
- 10/26/2026 @ 4:00 PM
- 11/6/2026 @ 9:30 AM
- 11/12/2026 @ 2:00 PM
- 11/18/2026 @ 9:30 AM
- 11/24/2026 @ 12:00 PM
- 11/30/2026 @ 4:00 PM
- 12/11/2026 @ 11:30 AM
- 12/17/2026 @ 1:00 PM
- 12/23/2026 @ 1:00 PM
- 12/29/2026 @ 11:00 AM
- 1/4/2027 @ 9:30 AM
- 1/15/2027 @ 11:30 AM
- 1/21/2027 @ 2:00 PM
- 1/27/2027 @ 3:00 PM
- 2/2/2027 @ 4:00 PM
- 2/9/2027 @ 1:30 PM
- 2/19/2027 @ 11:30 AM
- 2/25/2027 @ 4:00 PM
- 3/3/2027 @ 4:00 PM
- 3/9/2027 @ 2:30 PM
- 3/15/2027 @ 9:30 AM
- 3/26/2027 @ 1:30 PM
- 4/1/2027 @ 1:00 PM
- 4/5/2027 @ 3:00 PM
- 4/13/2027 @ 2:30 PM
- 4/19/2027 @ 4:00 PM
- 4/30/2027 @ 9:00 AM
All times are Eastern Time Zone
