Red Belt Program Theory (Video) (Course Id 2726)

• Who is this course for?
  This course is designed for CPAs and accounting professionals who have foundational AI knowledge and are looking to strategically implement AI systems across their organizations.

• What is this course about or what problem does this course solve?
  The course addresses how to ethically and efficiently scale AI usage within accounting firms by teaching frameworks for hybrid workflows, AI safety, bias detection, and team onboarding strategies.

• How can the knowledge from this course be used?
  Participants can apply this knowledge to define AI use cases, create internal safety charters, audit workflows, correct AI bias, and deploy standardized AI systems in their firms.

• Why is this course important to a CPA or Accountant?
  This course helps CPAs and accountants align AI implementation with firm strategy, ensuring that AI is used ethically, effectively, and in a way that enhances organizational performance.

• When is this course relevant or timely?
  Released in 2025, the course is highly relevant now as firms increasingly integrate AI into everyday operations, making strategic knowledge of AI both timely and essential.

• How is a course like this consumed or used?
  This is a self-study video course completed online, with participants answering review and final exam questions to earn CPE credit upon passing.

This ChatGPT Mastery Red Belt Theory course is designed for accountants and business professionals advancing from foundational AI fluency to strategic optimization using ChatGPT. The session introduces participants to the mindset, tools, and cultural frameworks required to implement AI organization-wide—ethically, efficiently, and at scale.

Learners will explore how to define high-leverage AI use cases for multiple roles, implement hybrid workflows that bridge human and machine intelligence, and build team-based fluency through templates, hubs, and charter policies. The course also addresses the ethical implications of AI usage, teaches bias detection strategies, and provides actionable frameworks to guide team adoption and mentorship. Designed with CPAs in mind, it connects theory to real-world firm strategy, ensuring learners walk away with implementable systems.

Video - NASBA QAS - NASBA Registry - 2726

Course Learning Objectives

1. Identify and document at least six high-leverage AI use cases across two non-owner roles within their firm or organization.
2. Draft a three-point internal AI safety charter covering data privacy, human review, and tone standards.
3. Construct a hybrid workflow audit that maps both AI and human tasks to eliminate friction between departments.
4. Evaluate AI-generated output for potential bias and apply a correction and documentation process.
5. Deploy a custom GPT system to a small team and facilitate safe, standardized onboarding to the shared environment.

Chapter 1 - Red Belt Program Theory

Chapter 1 Review Questions