Blue Belt Program Theory (Video) (Course Id 2715)

• Who is this course for?
  This course is designed for CPAs and accounting professionals who need Continuing Professional Education (CPE) and are looking to modernize their operations with AI tools.

• What is this course about or what problem does this course solve?
  The course addresses the challenge of outdated and inefficient workflows by teaching professionals how to integrate Generative AI—specifically ChatGPT—into the design and delegation of Standard Operating Procedures (SOPs).

• How can the knowledge from this course be used?
  Participants can use the EAD framework, build ChatGPT-enhanced SOPs, automate repetitive processes, and collaborate to refine and coach others on efficient workflows.

• Why is this course important to a CPA or Accountant?
  It helps professionals transition from task execution to AI-supported workflow leadership, enabling greater efficiency, clarity, and the ability to focus on higher-leverage activities.

• When is this course relevant or timely?
  Released in 2025, this course is highly relevant for CPAs adapting to the increasing presence of AI in professional practice.

• How is a course like this consumed or used?
  The course is a self-paced video format under the NASBA QAS Registry, completed online with review questions and a final exam to earn CPE credit.

This self-study course introduces accounting professionals to the foundational theory of the Pharos Digital Dojo Blue Belt, focusing on the transformative integration of Generative AI—specifically ChatGPT—into the design and delegation of Standard Operating Procedures (SOPs). Participants, referred to as “hopeful experimenters,” are guided through a mindset and system shift: moving from task execution to workflow leadership powered by augmented intelligence.

Learners will explore the Eliminate, Automate, Delegate (EAD) framework, build AI-driven SOPs, and begin to reclaim significant hours through process clarity, delegation trust, and workflow automation. Key outcomes include understanding ChatGPT as a collaborative partner, decomposing complex processes, and scaling time savings into high-leverage business activity. Targeted at CPAs seeking to modernize operations, this course offers practical tools to operationalize AI for immediate impact.

Video - NASBA QAS - NASBA Registry - 2715

Course Learning Objectives

1. Apply the Eliminate, Automate, Delegate (EAD) framework to identify and streamline high-impact accounting workflows.
2. Design and document ChatGPT-enhanced Standard Operating Procedures (SOPs) using a five-stage process model.
3. Translate repetitive tasks into prompt-based workflows using ChatGPT, ensuring human-in-the-loop quality assurance.
4. Integrate basic automation tools (e.g., Zapier, Google Suite) to eliminate manual data transfers and improve workflow efficiency.
5. Collaborate with peers to review, refine, and coach others through complex SOPs, reinforcing accuracy and clarity.

Chapter 1 - Blue Belt Program Theory

Chapter 1 Review Questions