Join the AI Learning Program, curated for OSCPA members.
This immersive education experience is designed for CPAs and accounting professionals, offering a cohort-style education with an interactive and hands-on approach to mastering AI in the context of accounting.
The curriculum is designed to meet each participant at their current level of AI knowledge, ensuring a personalized learning experience.
You will deepen AI knowledge and skills through:
- Educational Content: Access thoughtfully curated learning materials designed to enhance your understanding and practical application of AI.
- Breakout Groups & Assignments: Explore generative AI topics with your peers in small group discussions and targeted weekly exercises.
- Project Work: Complete a customized capstone project that will translate into knowledge application and tangible benefits for you and your firm or organization.
Who It's For
This program is tailored specifically for CPAs and accounting professionals who are eager to integrate AI into their practice or organization.
If you’re a forward-thinking accountant ready to elevate your skill set and harness the power of AI to enhance your firm's efficiency and use of technology, this exclusive program is designed with you in mind.
Ideal candidates are those who are committed to staying ahead of industry trends, interested in practical applications of AI, and ready to collaborate with a like-minded group of peers.
What You'll Gain
By participating in the MACPA AI Learning Program, you will achieve:
- Advanced AI Competency: Develop a comprehensive understanding of how Gen AI can be applied specifically to all types of accounting services, from automation of routine tasks to advanced data analysis.
- Practical Skills: Gain hands-on experience through collaborative projects and real-world applications, allowing you to immediately implement what you’ve learned in your professional environment.
- Exclusive Cohort Learning: Build connections with a select group of dedicated professionals and industry experts, expanding your network and collaborative opportunities.
- Personalized Feedback: Receive tailored guidance and insights from program facilitators, ensuring you fully grasp AI concepts and their application to accounting and its various use cases.
- Strategic Advantage: Position yourself and your firm at the forefront of technological innovation in the accounting field, setting yourself apart as a leader in integrating AI solutions
Learn how to best leverage Gen AI in an accounting environment to safely and comfortably add incremental value to your business and small, compoundable efficiencies to your day.
Upcoming Courses
AI Foundations: Virtual
October 17, 2025
AI Foundations Virtual is a one-day 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.”
Space will be limited, register today!
AI Impact
November 20 - 21, 2025
AI Impact is a dynamic two-half-day event for accounting professionals eager to take their AI expertise to the next level. Building on core concepts, the course goes deeper into custom GPT development, strategic financial analysis, and enterprise-wide AI adoption. Participants will learn to use ChatGPT for complex accounting scenarios, including profitability reviews, insights and efficiencies for advisory services such as CAS, as well as compelling presentations. AI Impact is ideal for those looking to optimize AI within their organizations and use AI to drive strategic insights.
AI Foundations: Self-Study
24/7
Master the skills to confidently and responsibly use AI in your accounting workflows with our on-demand, self-study AI Foundations course—designed to fit your schedule. Created by CPAs for CPAs, this practical training offers clear, hands-on instruction with no jargon or overwhelm. You’ll learn how generative AI works, write better prompts, personalize tools like ChatGPT, and apply AI to real accounting tasks like research, analysis, and communication—while keeping data and compliance top of mind. Whether you're just getting started or looking to sharpen your skills, you'll walk away with practical tools you can use immediately. This course is also a required prerequisite for those ready to take their learning further through an AI Impact Cohort.
What We Expect from Participants
To ensure a consistent and impactful experience for all, participants in the program are expected to:
- Attend all live virtual sessions.
- Commit to completing weekly home assignments.
- Actively engage in a private Slack channel with facilitators and fellow participants.
- Provide thoughtful feedback on assignments and collaborate with your assigned buddy.
- Subscribe to ChatGPT Plus ($20/month) for the duration of the program.
Meet Your Instructors
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 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.