Prompt Engineering Essentials for CPAs and Business Pros: Unlocking AI's Potential

Wednesday, May 1, 2024

The explosion or interest in generative AI (GenAI) such as ChatGPT has created a need for prompt engineering expertise to optimize practitioners’ interactions with GenAI and enable them to take advantage of the many powerful capabilities of this technology in all areas of their practice. However, the prompt engineering skills are still not widely covered. This professional development workshop is an opportunity to learn about prompt engineering to meet a variety of objectives.

Registration Information

  • To be held on Monday, June 3, 2024 8:30 am – noon.
  • At Auvenir, 225 Richmond St W #402, Toronto, ON M5V 1W2 
  • Space is limited. Please register early by emailing Efrim Boritz
  • The registration fee is $300 (+HST) includes all materials and refreshments.
  • This workshop qualifies for 3 hrs of CPD credit.
  • Discounts available:
    • 25% discount to Professional Association Members (CPA Canada, ISACA Toronto Chapter, IIA Canada) with submission of Association Name and Membership Number
    • 50% discount to Academics with submission of the name of Institution and role
    • 100% discount to students - subject to availability 
    • 100% discount to UWaterloo SAF Faculty - subject to availability 

Co-sponsored by

Auvenir logo

Format/Structure of the Workshop

A combination of presentations by workshop leaders, hands on exercises and open discussion will be used. Participants will need to bring laptops or other devices suitable for downloading and reading web-based content.

The workshop leaders are involved in exploring and applying AI techniques in both academic and consulting settings. Thus, they can provide extensive and up to date coverage of these topics.

What’s it all about?

This workshop will cover both simple and complex prompt engineering approaches for addressing a variety of issues of interest to workshop participants; for example: word search; term frequency and concordance reporting; entity recognition and extraction; document similarity measurement; dictionary-based classification; unsupervised clustering classification; supervised machine learning classification; topic modelling; and sentiment analysis.

Who should attend?

This workshop would be useful to practitioners who are interested in applying GenAI in their areas of interest. 

Learning objectives

After completing this workshop an attendee will be able to:

  • Describe the capabilities of GenAI software.  
  • Explain procedures used in prompt creation. 
  • Ask appropriate questions when evaluating text analytic tools and services in the rapidly changing landscape of text analytics that includes cloud services
  • Ask appropriate questions when hiring/acquiring text analytic talent
  • Evaluate prompts and their results 
  • Consider privacy and security implications on prompt creation.

Advance Preparation

You will need to download some data and software if you wish to participated in the hands-on exercises.

This information will be provided approximately two weeks before the workshop. However, if you prefer not to do that, then you can follow the instructors’ demonstrations without any advance preparation.


The workshop will be facilitated by Malik Datardina and Efrim Boritz.

Malik Datardina headshot

Malik Datardina

Malik Datardina, CPA, CA, CISA, is the Governance, Risk, and Compliance (GRC) Strategist for Auvenir. At Auvenir. Malik analyzes disruptive trends and technologies such as generative AI, blockchain, and big data to build the audit platform of the future.

He also wears the GRC hat, where he handles risk and compliance issues. Malik has a wealth of knowledge in the innovation space, exploring the impact of both innovation and exponential technologies on the profession, and has authored professional publications on the topic.

His two decades of experience, encompassing audit innovation, audit data analytics (ADAs), risk, and security governance, further enrich his contributions in these areas.

In addition to his work at Auvenir, Malik is actively involved in professional development and has worked with CPA Canada, CPA Ontario, CPA New Brunswick, and other professional bodies. He also shares his knowledge and experience with the next generation of CPAs as a lecturer in the University of Waterloo's Master of Accounting program.

J. Efrim Boritz

J. Efrim Boritz

Dr. J. Efrim Boritz, FCPA, CISA is the Ontario CPAs’ Chair in Accounting in the School of Accounting & Finance at the University of Waterloo, Canada. He is also the founding Director of the University of Waterloo Centre for Information Integrity and Information Systems Assurance.

Dr. Boritz is the author or co-author of numerous books, monographs, book chapters and articles in academic and professional journals and has served on numerous editorial boards. His research focuses on professional practice in external and internal auditing, particularly in the context of information systems, with the goal of enhancing professional judgment through better quality information, models and processes.

Dr. Boritz has served on numerous task forces and committees of domestic and international professional and academic associations. He is a former president of the Canadian Academic Accounting Association which has given him all three of its major teaching, research and service awards. The Council of the Institute of Chartered Accountants of Ontario gave him its highest award, the Award of Outstanding Merit in 1999. In 2010 he received the Candian Institute of Chartered Accountant’s Bill Swirsky Innovation Leadership Award and in 2012 he received the Queen Elizabeth II Diamond Jubilee Medal. In 2023 he was inducted into the Canadian Accounting Hall of Fame. He is a member of the AICPA’s Information Integrity, Trust Services and Cybersecurity Working Groups. A complete resume is available at