AI Impact 2025 November Cohort (5 hours across 2 days) NEW! - Virtual
Overview
Strategic AI Mastery for Forward-Thinking Accounting Professionals
Live Virtual | 5 hours across 2 days
Stop dabbling. Start transforming.
AI Impact Virtual is a high-leverage, two-day immersive designed for accounting professionals ready to move beyond the basics and implement AI strategically across their firms and organizations.
This isn’t a beginner’s course. You’ll learn how to deploy AI like a strategist, not a spectator, building Custom GPTs, optimizing advisory workflows, and leading org-wide AI adoption with confidence.
Through live demonstrations, guided GPT builds, and collaborative exercises, you’ll work with real-world accounting scenarios that show exactly how to integrate AI into profitability analysis, client advisory services, presentation design, and organizational governance.
By the end of the course, you’ll walk away with plug-and-play workflows, tailored GPTs, and governance templates you can implement immediately.
Course Features
- Real accounting workflows with guided prompts and templates
- Interactive Q&A, peer discussions, and collaborative case studies
- 12 months access to recordings, slides, and handouts
Requirement: An active ChatGPT Plus subscription ($20/month) is needed to fully engage with the advanced features demonstrated.
Registration Bonuses – Limited Access
When you register, you unlock exclusive bonuses designed to reinforce and extend your learning:
- 6 additional 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.
Position yourself and your team at the forefront of AI adoption in accounting.
Seats are limited. Secure your spot today.
Highlights
- 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
Prerequisites
AI Foundations Course
Designed For
CPAs that want to expand their AI journey to use generative AI in their work.
Leader(s):
Leader Bios
Byron Patrick, Co-founder, TB Academy
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.
(9/15/25)
Twyla Verhelst, TB Academy
Twyla 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 head of accounting partnerships at Mercury, Twyla dedicates her time to the intersection of modern accounting and progressive technology, exploring innovative new ways to push forward the accounting profession.
(9/26/25)
Non-Member Price $850.00
Member Price $750.00