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AI Foundations: A Hands-On Workshop for Accounting Professionals WEBCAST

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TB Academy Webcast

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4.0 Credits

Member Price $350.00

Non-Member Price $550.00

Overview

AI Foundations Virtual is a dynamic, exclusive 4-hour two-day experience specifically crafted for accounting professionals who want to master generative AI, rapidly and securely. We’ve taken our foundational three-week program and transformed it into a high-impact, interactive session that delivers all the essentials in a fraction of the time. Through engaging live demos, hands-on exercises, and accounting use cases, you’ll learn how to set up ChatGPT with thoughtful data security, craft effective prompts, and apply cutting-edge AI strategies to everyday accounting tasks. 

This is your fast-track to confidently leveraging generative AI for everything from client communications to accounting applications, without sacrificing security or professional standards. Leave with a strong AI foundation, practical tools to boost efficiency, and the competitive edge that comes from learning face-to-face with expert educators and peers in a collaborative setting.

NOTE: The Season Ticket and Coupons are not applicable for this course.

Highlights

  • How generative AI works and the ways in which it differs from other technology.
  • Ensuring data security with AI.
  • Essential AI prompting skills.
  • Personalizing AI for professional relevance.
  • Applying AI to practical accounting use cases.

Prerequisites

None.

Designed For

Accounting professionals who want to master generative AI, rapidly and securely.

Objectives

  • Gain the underpinning information about generative AI including how it works and the ways in which it differs from other technology and databases.
  • Configure ChatGPT with secure configurations to match organizational risk tolerance and data privacy standards.
  • Craft clear, effective prompts to interact with AI tools and achieve more accurate, relevant responses.
  • Tailor ChatGPT with individualized instructions to align responses with specific accounting needs, tone, and style.
  • Leverage AI to assist with foundational tasks like communication, research and data extraction.

Preparation

Please subscribe to ChatGPT Plus ($20/month) before the event to maximize your experience.

Leader(s):

Leader Bios

Byron Patrick, TB Academy LLC

Byron K. Patrick, CPA, is an innovator who thrives at the intersection of accounting and technology. Rejecting traditional accounting roles early on, Byron founded Simplified Innovations, an IT firm built specifically for CPAs. He expanded his impact at Botkeeper, leading the charge in adopting AI to revolutionize bookkeeping. Now as CEO of VERIFYiQ, he’s transforming how accounting firms handle quality control through automated technology.

As co-founder of TB Academy, Byron equips accountants with generative AI skills, empowering them to become tech-enabled industry leaders. He frequently shares his insights nationwide, making advanced technology approachable and practical for finance professionals.

Outside the accounting-tech scene, Byron lives on a horse farm, balancing family, dogs, horses, and a passion for helping accountants redefine their profession.

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Non-Member Price $550.00

Member Price $350.00

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