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AI Foundations Virtual Event by TB Academy

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Online/Webcast

4.00 Credits

Member Price $550.00

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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.


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

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Exclusive Bonus Opportunities When You Register!

  • Your registration for this interactive, hands-on virtual event comes with incredible bonus opportunities designed to extend your learning and deepen your AI expertise. These exclusive extras will ensure you confidently apply what you learned in your day-to-day and also stay ahead in  the rapidly evolving AI landscape:
  • Monthly AI Update Calls – Available exclusively to graduates of TB Academy programs and courses. Stay ahead of the curve! Starting in May, the instructors will host monthly AI update calls on the last Thursday of each month. Join these live discussions to explore the latest AI developments and trends plus learn some AI additional tips and tricks.

  • AI Foundation On-Demand Course Access – This is a game-changer! You’ll receive access to the TB Academy AI Foundations on-demand course (created by the instructors), which includes the content from the live course. With this, you’ll be able to revisit the lessons and further practice your AI skills and use cases.. Enjoy this bonus access for up to a year! *Access is non-transferable.

  • Don’t miss out, these exclusive perks are only available to registered attendees! Secure your spot today and unlock these powerful learning opportunities

Objectives

• AI Knowledge: Gain the underpinning information about generative AI including how it works and the ways in which it differs from other technology and databases.
• Ensure Data Security with AI: Configure ChatGPT with secure configurations to match organizational risk tolerance and data privacy standards.
• Master Essential AI Prompting Skills: Craft clear, effective prompts to interact with AI tools and achieve more accurate, relevant responses.
• Personalize AI for Professional Relevance: Tailor ChatGPT with individualized instructions to align responses with specific accounting needs, tone, and style.
• Apply AI to Practical Accounting Use Cases: Leverage AI to assist with foundational tasks like communication, research and data extraction

 

Leader(s):

Leader Bios

Byron Patrick

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. And moved on to transform how accounting firms handle quality assurance through automated technology as CEO of VERIFYiQ. For decades, Byron has been a respected national speaker and writer, translating complex accounting technology topics into practical guidance. 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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Twyla Verhelst

Twyla Verhelst is a CPA with a diverse, strategy-focused skill set that spans accounting, partnerships, entrepreneurship, and software innovation. Recognized as a Top Women in Accounting, Twyla is committed to inspiring others to try something new, share their experiences and challenge the way things have always been done. A former owner of an advisory-led firm, a female founder of a tech start-up, and now VP, Industry Relations & Community at Karbon, Twyla dedicates her time to the intersection of modern accounting and progressive technology, exploring innovative new ways to push forward the accounting profession. Twyla is also co-founder of TB Academy, learning and education for accountants to harness generative AI’s transformative potential.

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Member Price $550.00