MACPA

AI Learning Program

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Join the AI Learning Program, curated for MACPA 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.
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MEET YOUR INSTRUCTORS

Upcoming Courses

AI Foundations Virtual
June 25 - 26, 2025 | 1:00 pm - 3:00 pm

AI Foundations Virtual is a high-impact, two-day interactive training designed for accounting professionals ready to master generative AI. Condensed from a three-week program into just 4 hours, this live virtual event combines demos, hands-on exercises, and real-world use cases to teach you how to securely use ChatGPT and other AI tools for increased productivity and professional impact. Registration includes exclusive access to monthly AI update calls and a year-long subscription to the on-demand AI Foundations course. Special offer: Save $200—now only $350!

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AI Impact
July 10-24, 2025 | 1:00 pm - 2:30 pm

AI Impact is a 3-week course designed for accounting professionals ready to take their AI skills to the next level. Building on foundational knowledge, this course dives into advanced custom GPT development, strategic financial analysis, and organization-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.

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Legislative & Regulatory Involvement

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.

Whether you’re new to generative AI or you’ve already started using it, this education is sure to level up your AI knowledge and your professional application.

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.

Legislative & Regulatory Involvement

This program is more than just a learning experience – it’s a transformative opportunity to redefine how you approach accounting with the power of AI.

Class Schedules

Learning Experience One: AI FoundationsJune 25 - 25, 2025 Special Virtual Event
Learning Experience Two: AI Impact *July 10-24, 2025 Register now!
* Each 3-week course includes a live session each week.
USCPA

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.

What Participants Say

The MACPA’s AI Impact Program was insightful, impactful, and timely given the fast-moving technology changes happening in our industry. The courses were extremely practical and included GenAI techniques that I’ve already applied in my daily routine for time savings and client support. AI will impact all accounting firms and programs like this are vital for outstanding client service and meaningful professional careers.”

Jeffrey S. Rosen, CPA, CGMA, MBA

Managing Partner at Rosen, Sapperstein & Friedlander, LLC

The instructors made an intimidating topic less daunting. Their enthusiasm for the subject matter was encouraging."

Avonette Blanding, CPA

Chief Financial Officer, Maritime Applied Physics Corp.

This course is a game-changer. It's packed with actionable insights and practical strategies that have made an immediate difference in my work. If you're serious about leveling up, this is the course to take."

Tim Samuel, CPA

Chief Financial Officer, Bridgeway Community Church

This ChatGPT AI course has been an incredible journey, blending hands-on learning with cutting-edge technology. It no only equipped me with the tools to innovate within my firm, but also empowered me to reimagine our processes and team collaboration. The integration of AI into real-world applications has revolutionized how we approach efficiency and strategy."

Samantha Bowling, CPA, CFE, CGMA

Managing Partner, GWCPA

This course was a great introduction into practical uses of ChatGPT for CPAs. The utilization of Slack and Teams, along with the collaborative approach enhanced the learnings."

Rob Goldstein, CPA

Chief Financial Officer, Arnold Packaging

Meet Your Instructors

Meet Twyla & Byron, two progressively tech-forward CPAs and founders of TB Academy, an education and training facility for accounting professionals across North America.

Byron K Patrick, CPA, CITP

Byron K Patrick, CPA, CITP

Byron K Patrick, CPA.CITP, began as a CPA and then merged his passion for technology with accounting. He founded Simplified Innovations Inc, an IT Department servicing CPA firms, and later joined Botkeeper as a General Manager. He then supported leaders in achieving Business, Balance & Bliss at The B3 Method Institute and is currently the CEO of VERIFYiQ, bringing automated Quality Control to accountants. A recognized technology leader, Byron frequently speaks at conferences and contributes to industry publications, including the Journal of Accountancy. He has been an active member of the Maryland Association of CPAs and the AICPA, holding several key positions.

Twyla Verhelst, CPA

Twyla Verhelst, CPA

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.

More AI Resources to Explore

Elevate your career, expand your skills, and deepen your understanding of AI with our comprehensive suite of resources. From podcast episodes and blog posts to cutting-edge products and events, these tools are crafted to enhance your effectiveness and drive innovation in your work as a CPA.

VIEW MACPA AI RESOURCES