AI Mastery Blue Belt Level FAQs (Video) (Course Id 2708)

• Who is this course for?
  This course is designed for CPAs and professionals seeking Continuing Professional Education (CPE) who want to integrate AI into their workflows.

• What is this course about or what problem does this course solve?
  It addresses common challenges faced by those experimenting with AI by guiding them from ad-hoc usage to building strategic, repeatable systems.

• How can the knowledge from this course be used?
  Learners can use the knowledge to identify use cases, build scalable AI systems, measure outcomes with KPIs, and train teams on AI adoption.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It helps accounting professionals harness AI for intelligent automation, reducing errors and improving strategic decision-making in their practice.

• When is this course relevant or timely?
  With the increasing adoption of generative AI in professional environments, this 2025-released course is timely for professionals ready to evolve beyond basic experimentation.

• How is a course like this consumed or used?
  This is a self-study video course delivered online under NASBA QAS guidelines, requiring participants to complete a final exam to earn 1.0 CPE credit.

This course demystifies the most common questions faced by “hopeful experimenters” in AI, guiding learners through the critical transition from isolated usage to strategic system building. Taught by Jeff Borschowa, this Blue Belt-level module in the Pharos Digital Dojo empowers CPAs and professionals to confidently embed AI into their workflows.

You’ll learn how to identify strong use cases, build repeatable systems, measure success with KPIs, and teach AI adoption across your team. Designed with a strong learner focus, this course equips participants to avoid common AI missteps and harness ChatGPT’s full potential for scalable, intelligent automation.

Video - NASBA QAS - NASBA Registry - 2708

Course Learning Objectives

1. Identify common pitfalls and best practices in transitioning from AI experimentation to systematization.
2. Apply a practical framework for documenting and optimizing workflows with generative AI.
3. Evaluate when an AI-powered experiment is ready to scale into a full operational system.
4. Develop strategies for teaching AI concepts to teams incrementally without overwhelming them.
5. Assess the effectiveness of AI in enhancing strategic thinking rather than just saving time.

Chapter 1 - AI Mastery Blue Belt Level FAQs

Chapter 1 Review Questions