AI Mastery Brown Belt Level FAQs (Video) (Course Id 2721)

• Who is this course for?
  This course is for CPAs and business professionals seeking Continuing Professional Education (CPE) and aiming to enhance their strategic leadership by mastering practical AI integration techniques.

• What is this course about or what problem does this course solve?
  The course addresses common friction points faced by business leaders when integrating AI and custom GPT systems, offering solutions to optimize workflows and scale processes ethically and efficiently.

• How can the knowledge from this course be used?
  Learners can use the knowledge to audit their tech stacks, eliminate inefficiencies, build scalable systems, and document repeatable processes that support team collaboration and strategic clarity.

• Why is this course important to a CPA or Accountant?
  This course is important to CPAs and accountants because it equips them with practical tools to leverage AI for streamlining operations, enhancing decision-making, and aligning processes with ethical and brand standards.

• When is this course relevant or timely?
  Released in 2025, this course is especially timely as AI continues to evolve and become integral to accounting and business operations, making strategic understanding and application increasingly essential.

• How is a course like this consumed or used?
  This is a self-paced video course delivered through QAS self-study, requiring no prerequisites or advance preparation, and includes review and final exam questions to earn CPE credit.

In this self-study course, learners will master the practical strategies used by efficient integrators at the brown belt level of the AI Mastery Series. Led by seasoned educator Jeff Borschowa, this module explores common friction points encountered by business leaders optimizing their AI and custom GPT systems. Accountants and business professionals will gain insights into refining workflows, documenting systems for scale, and creating ethical, data-driven processes that align with brand values.

Using a learner-centered, accessible format, the course emphasizes the elimination, automation, and delegation of tasks—moving from tactical overload to strategic clarity. Learners will discover how to create living systems, audit their tech stack, avoid overengineering, and build documentation that empowers teams. This course is ideal for CPAs seeking to improve their strategic leadership while remaining grounded in practical, repeatable process design.

Video - NASBA QAS - NASBA Registry - 2721

Course Learning Objectives

1. Identify tasks suitable for elimination, automation, or delegation using the Pareto Principle and strategic alignment.
2. Build scalable "living systems" that evolve through documentation, feedback, and team collaboration.
3. Audit AI and tech stacks to reduce friction and prevent overengineering using practical simplification techniques.
4. Establish and maintain ethical, brand-aligned processes using custom GPTs and metrics-based quality control.
5. Apply metrics and data to optimize team workflows and support continuous process improvement.

Chapter 1 - AI Mastery Brown Belt Level FAQs

Chapter 1 Review Questions