ChatGPT - Yellow Belt Program - Theory (Video) (Course Id 2695)

• Who is this course for?
  This course is designed for accountants and other professionals seeking Continuing Professional Education (CPE), especially those curious about AI and wanting to strategically implement ChatGPT in their practice.

• What is this course about or what problem does this course solve?
  It addresses the uncertainty and inefficiency professionals face with AI adoption by teaching them how to transition from being passive observers to confident users of ChatGPT in accounting tasks.

• How can the knowledge from this course be used?
  Participants will learn to identify and improve low-value tasks using AI, create effective ChatGPT prompts, and design workflows that increase efficiency and decision-making effectiveness.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It empowers these professionals to stay competitive by effectively leveraging AI, saving time, and enhancing their practice with smarter, AI-supported processes.

• When is this course relevant or timely?
  This course is especially timely in 2025, amid the rapid integration of AI in accounting, and supports professionals aiming to future-proof their skills.

• How is a course like this consumed or used?
  Delivered as a NASBA QAS self-study video course, it requires no advance preparation and includes review questions and a final exam to earn CPE credit.

Are you an accountant intrigued by AI but unsure how to start? Yellow Belt Theory: Mastering ChatGPT for Accountants is designed specifically for professionals who want to transition from AI curiosity to confident, strategic implementation. This course speaks directly to the “worried watcher”—someone who sees the potential of generative AI but is concerned about falling behind or using it ineffectively. Rather than teaching you to become an AI expert, this course helps you become the expert who uses AI well.

Led by AI educator Jeff Borschowa, the program emphasizes amplifying your existing domain knowledge using ChatGPT. You'll learn to identify low-value, repetitive tasks that drain your time and energy and transform them into high-leverage opportunities using AI-powered elimination, automation, or delegation. You'll also be introduced to Jeff's proprietary five-part expert prompt framework—designed for precision, clarity, and real-world impact.

Whether you're overwhelmed by the hype or eager to get started, this course offers a structured path rooted in accounting and business reality. You’ll walk away with time-saving workflows, a confidence-building mindset, and a clear return on investment—measured not just in hours saved but in the effectiveness of your decisions. If you're ready to move from passively watching AI trends to actively leveraging them in your practice, this course is your next step.

Video - NASBA QAS - NASBA Registry - 2695

Course Learning Objectives

1. Identify and prioritize “pain to profit” tasks for elimination, automation, or delegation using ChatGPT.
2. Construct bespoke, five-part expert prompts tailored to specific accounting or business tasks.
3. Apply the Pareto principle to assess task efficiency and drive higher-value output with AI.
4. Design and implement personalized workflows that integrate ChatGPT for daily effectiveness.

Chapter 1 - ChatGPT - Yellow Belt Program - Theory

Chapter 1 Review Questions