Overview

Generative AI is rapidly transforming the way professionals work — from drafting reports and analysing data to advising clients and making strategic decisions. While these tools offer significant efficiency and insight, they also introduce complex ethical, regulatory, confidentiality, and professional risk considerations. The use of AI in professional environments raises important questions around accountability, bias, data protection, intellectual property, professional scepticism, and compliance with ethical codes.

This session provides a practical and principled framework for navigating generative AI responsibly within professional practice. Participants will explore how AI intersects with professional ethics, risk management, confidentiality obligations, and governance responsibilities. The webinar equips practitioners with structured guidance to harness AI’s benefits while safeguarding professional integrity, independence, and public trust.

Webinar Content

• Introduction to Generative AI in professional practice
  • What generative AI is (and what it is not)
  • Common use cases in accounting, tax, audit and advisory
  • The illusion of accuracy and authority
• Ethical implications of AI use
  • Application of the Code of Professional Conduct
  • Integrity and objectivity in AI-assisted outputs
  • Professional competence and due care
  • Confidentiality risks when using AI tools
  • Independence considerations
• Risk identification and mitigation
  • Data privacy and POPIA implications
  • Client confidentiality and data leakage risks
  • Intellectual property concerns
  • Bias and algorithmic distortion
  • Over-reliance and reduced professional scepticism
• Governance and internal control considerations
  • AI policies within firms and organisations
  • Documentation and disclosure considerations
  • Training and competence development
  • Quality management implications (ISQM perspective)
• Liability and accountability
  • Who is responsible for AI-generated errors?
  • Professional negligence exposure
  • Regulatory expectations
  • Managing reliance on AI outputs
• Practical scenarios and case discussions
  • Use of AI in drafting tax opinions
  • AI-assisted financial analysis
  • AI-generated client communications
  • Ethical decision-making under pressure
• Developing a structured AI ethics framework
  • Risk assessment checklist
  • Safeguards and controls
  • Disclosure considerations
  • Maintaining professional judgement

Competencies Developed in this CPD

By the end of this webinar, participants will be able to:

• Identify ethical risks associated with the use of generative AI in professional practice
• Apply the principles of the Code of Professional Conduct to AI-assisted work
• Assess confidentiality, data protection and regulatory implications of AI use
• Exercise professional judgement and scepticism when relying on AI-generated outputs
• Design appropriate safeguards and governance measures for AI integration
• Evaluate liability exposure arising from AI-assisted decision-making
• Integrate AI responsibly while preserving professional integrity and public trust

Presenter

Caryn Maitland

Caryn is a qualified CA (SA and RA), who has lectured extensively at the University of KwaZulu-Natal (and other institutes) where she lectured Advanced Financial Accounting. Since then, Caryn has specialised in facilitating ethics conversations, keeping assurance practitioners up to date and unpacking legislation for the financial sector.

She has conducted independent workshops and seminars for professional accountants since 2006 on various topics and has consulted on several technical issues. Since January 2011, she has focused on her own business as technical freelance consultant and trainer to those working within the accounting profession. Caryn is a technical advisor to various SAICA Eastern Region Districts as well as serving on various SAICA committees, such as the SAICA Eastern Region Council.

Since 2018, Caryn has worked extensively with commerce and industry, assisting analysts, directors, and other users of financials to interpret, prepare, analyse and forecast based on the results of financial statements.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 2 hours of CPD.

Event Investment

Free for Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.

• Regular price:  R460.00
• Group booking discounts available when you register for a group.

Payments and cancellations

• All payments must be made by EFT or by credit card, at least three working days before commencement of an event.
• Kindly note that should payment not be received two days after the event, legal action will be taken.
• Proof of payment will be requested at registration if payment does not reflect in The Tax Faculty’s bank account.
• Only written notice of cancellation will be recognized.
• Conditions:
  • If the cancellation occurs more than four working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than four working days prior to the event, a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• The Tax Faculty’s liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.