AI Foundations Self Study (4.8 hours) - Oregon Society of CPAs

Overview

AI Foundations Self Study is a high-impact, on-demand training program crafted for accounting professionals who want to quickly and securely master generative AI tools like ChatGPT. Adapted from our immersive instructor-led experience, this self-paced version delivers all the essentials of our three-week program in a flexible, interactive format that fits your schedule.

Through a curated mix of recorded demonstrations, guided exercises, and real-world accounting scenarios, you will learn how to:

Set up and personalize ChatGPT with strong data security practices
Craft precise and effective prompts tailored to your professional needs
Apply advanced AI strategies to common accounting workflows such as client communication, financial analysis, and process documentation

Whether you are automating routine tasks, enhancing deliverables, or brainstorming new solutions, this course gives you the skills and confidence to integrate generative AI into your accounting work without compromising professional standards or data protection.

To maximize your experience, we recommend subscribing to ChatGPT Plus ($20 per month) to access the features used throughout the course.

Build your AI foundation with confidence, at your own pace.

Exclusive Bonus Opportunities When You Register!
6 Monthly AI Update Calls – Available exclusively to graduates of TB Academy programs and courses. Stay ahead of the curve! 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.

Highlights

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.

Prerequisites

Designed For

CPAs looking to start their AI Journey

Fees

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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)

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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)

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