AI Foundations

Overview

A Hands-On Generative AI Workshop Built for Accountants
Live Virtual | 4 Hours 
Knowledge Level: Basic
Want to master AI faster than most have even started experimenting with it? AI Foundations Virtual is a 4-hour immersive workshop designed exclusively for accounting professionals ready to confidently adopt generative AI, securely, ethically, and efficiently.
Led by expert instructors, this workshop delivers:

• Smart, secure setup of ChatGPT to meet accounting standards
• Prompting frameworks to get reliable, accurate answers (not generic fluff)
• Real-world use cases that boost productivity in client work, research, and communication
• Hands-on exercises + live demos to put AI tools into action immediately

You'll walk away with a rock-solid AI foundation, personalized tools, and the competitive edge most firms are still “planning to figure out.”

To participate fully, you’ll need ChatGPT Plus ($20/mo). Please subscribe before the event.

Exclusive bonus opportunities when you register!
When you register, you unlock exclusive bonuses designed to reinforce and extend your learning:

• 6 - Monthly AI Update Calls (only for TB Academy graduates) Join live, ongoing AI calls every last Thursday of the month. Featuring the latest tools, trends, and mini-trainings to keep you ahead
• TB Academy AI Coach Chatbot to craft prompts, reinforce techniques, and help you apply lessons instantly
• AI Policy Generator so you walk away with a ready-to-use AI Policy for your organization

These bonuses are not sold separately, they’re only available to registered participants.

Limited Spots Available
This is not a webinar, it’s a collaborative learning experience for accountants who want to lead (not follow) in the AI transformation.
Reserve your seat today and start using generative AI with confidence, clarity, and control! Secure your spot today and unlock these powerful learning opportunities.

Highlights

Technology

AI/Artificial Intelligence

Future Ready

Prerequisites

None

Designed For

CPAs looking to start their AI journey.

Objectives

• AI Knowledge: Understand the core concepts behind generative AI, how it works, and how it differs from traditional technologies.
• Data Security for Accountants: Set up and configure ChatGPT to align with firm-wide risk tolerance and data privacy standards.
• Essential Prompting Skills: Learn how to write precise, high-leverage prompts that yield relevant, actionable results.
• Professional Personalization: Tailor ChatGPT’s behavior to match your tone, field, and firm-specific workflows.
• Practical AI Use Cases for Accounting: Apply AI to time-saving tasks: email writing, data extraction, research, and more.

Preparation

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