AI Impact Virtual Event by TB Academy
Overview
To fully benefit from this program it is recommended that all participants should complete the AI Foundations Virtual sessions on June 25 and 26, 2025 first.
AI Impact Virtual is an immersive three-week course designed for accounting professionals who are ready to move beyond the basics and implement AI strategically across their teams and organizations. Building on foundational knowledge, this course explores the full potential of ChatGPT through advanced applications in accounting, advisory services, and organizational transformation.
Participants will engage in live demonstrations, hands-on exercises, and collaborative discussions that highlight practical use cases for custom GPT development, financial modeling, client advisory insights, and presentation creation. This course is ideal for professionals who want to scale their AI use, improve team workflows, and drive data-informed decision-making at every level.
Course Features
• Three live virtual sessions (90 minutes each) over three consecutive weeks (July 10, 17, and 24)
• Downloadable templates and practical resources for immediate application
• Real-world accounting scenarios with guided prompts and workflows
• Peer interaction and Q&A to deepen understanding and spark innovation
• Access to recordings and materials for continued learning
Please subscribe to ChatGPT Plus ($20 per month) to take advantage of the advanced features used throughout this course. Position yourself and your team at the forefront of AI adoption in accounting.
Objectives
• Build tailored Custom GPTs that automate advanced accounting workflows and improve consistency.
• Use ChatGPT to analyze profitability, conduct scenario planning, and develop strategic financial insights
• Enhance Client Accounting Services with AI-powered workflows, reports, and client communication
• Create engaging, data-driven presentations with structured outlines, slide content, and compelling storytelling
• Implement AI securely across teams using SOPs, privacy protocols, and change management strategies
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.
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.
Member Price $650.00