October 17, 2025


Live Webcast


4 CPE Credits

ai foundation live.JPG

AI Foundations Virtual

A Hands-On Generative AI Workshop Built for Accountants

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    Instructor

    Twyla
    Verhelst

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    Instructor

    Byron
    Patrick

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Learning 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.

CPE Credits Available

4 CPE Credits
4
Information Technology

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Technology
  • A.I/AI/Artificial Intelligence

Prerequisites

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

Advanced Preparation

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

Intended Audience

CPAs looking to start their AI journey.

Provider

*Maryland

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