AI Webinar series

AI skills built to last

Three CPE-eligible webinars. Real experts. 
Practical skills you can use before the series is over. 
Webinar series begins May 13, 2026.

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The schedule

The AI skills your firm needs, no matter what comes next

This free, six-week series is built for accounting firms ready to move 
past the hype and into practice. Register once and you're in for all three expert-led, CPE-eligible webinars, plus exclusive prep resources 
and content emails before each session, delivered every other week 
from May through June.

MAY 13 | 10 AM PT

Upskilling AI:

Durable skills for an evolving profession


The pace of change in accounting can feel relentless. But the real risk isn't falling behind on the latest tool—it's betting your firm on ideas that haven't been tested. This session focuses on the skills that don't expire: the transferable, durable capabilities that help your firm stay agile no matter what comes next.

Speaker | Donny Shimamoto, CPA, CITP, CGMA
Founder and Managing Director
Intraprise TechKnowlogies

Learning outcome

Determine which AI competencies 
are essential for your work 
and your firm.

Learning outcome

Identify parts of your firm's 
workflow that would benefit from AI.

Learning outcome

Build a roadmap for identifying 
and eliminating skill gaps.

Learning outcome

Create space to keep learning 
without sacrificing compliance, accuracy, or client work.

MAY 28 | 10 AM PT

From testing to standard practice:

AI adoption for firm leaders


For the decision makers, policy architects, and AI champions responsible for making adoption stick. This panel session features firm leaders actively building AI-enabled practices. Join us for an engaging discussion where they’ll walk you through the blueprint, not just the theory.

Moderator | Kim Blascoe , CPA
Senior Director of CAS Professional Services at CPA.com

Panelists
Jason Blumer, CPA, CEO & Founder of Blumer CPAs / Thriveal; Dan Luthi, MAcc, Partner at Ignite Spot Accounting; Ambra Wellbeloved, CAS Operations Partner at Aprio

Learning outcome

Master leadership communication strategies that reduce staff friction by aligning AI upskilling with individual career longevity and firm-wide goals.

Learning outcome

Build a peer-led mentorship model that empowers internal AI champions to distribute expertise and maintain quality standards across all departments.

Learning outcome

Establish firm-wide policies that prioritize and protect dedicated time for staff to experiment with and master emerging technologies

Learning outcome

Design a recurring audit cadence focused on evaluating staff proficiency and critical thinking to ensure the safe and effective use of AI outputs

June 3 | 10 AM PT

Building your first custom GPT:

A hands-on training session


Welcome to the training lab. Join Nicholas Saller and learn a practical approach to using AI. Work side by side in a guided session and make your own Generative Pre-trained Transformer (GPT). Come ready to 
test your skills!

Speaker | Nicholas Saller, Owner, Saller Strategic Advisors, LLC

Co-presenter | Richard Corn, CPA, BILL, Director of Product
Management, Accountant Channels, BILL

Learning outcome

Understand custom GPTs and 
their role in accounting workflows.

Learning outcome

Build a custom GPT in a guided 
session and leave with a tool you 
can use immediately.

Learning outcome

Train your GPT with real-world scenarios to get professional-grade results.

Learning outcome

Apply prompt-building skills across 
AI providers—Claude, Copilot, ChatGPT, Gems, and more.

About the speakers

Dan Luthi, MAcc
Partner
Ignite Spot Accounting

Dan Luthi is a Partner at Ignite Spot Accounting where he has spent over a decade helping small businesses across the United States transform their financial management. As a specialist in process development and system management, he crafts personalized accounting solutions that bridge the gap between technology and human needs. Through his active involvement in advisory councils and industry groups, Dan maintains a deep understanding of the evolving business landscape. His practical approach to financial strategy has helped numerous businesses gain clarity and momentum, making him a trusted advisor in the small business community.

Ambra Wellbeloved
Partner
Aprio Advisory Group, LLC

Ambra Wellbeloved drives growth and scale for Aprio’s Client Accounting Services, empowering teams to deliver tech-enabled solutions that transform client businesses. Her strategic vision fosters innovation and operational excellence across diverse industries.

Previously, as VP of Operations at Xero, Ambra led North American expansion and championed cloud and automation technologies, helping earn recognition as one of Forbes’ Most Innovative Fintech Firms. Her career spans executive roles in fintech, professional services, and Fortune 500 companies, bringing deep expertise in efficiency and industry transformation.

Jason Blumer
CEO and Founder
Blumer CPAs and Thriveal

Jason founded Thriveal in 2010 to help entrepreneurial CPA firm owners connect, learn, and grow, now in its 15th year of annual live events, community, and coaching. He is also CEO of Blumer & Associates, CPAs, an advisory firm serving the design, marketing, and creative agency niches. Jason hosts the Thrivecast podcast, which has been running since 2011, and speaks and writes regularly for the financial and creative industries.

Donny Shimamoto, CPA, CITP, CGMA
Managing Director
IntrapriseTechKnowlogies LLC

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in innovation acceleration and business transformation for small businesses, middle market organizations, and nonprofits. An internationally recognized thought leader in accounting technology and IT risk management, he also serves as the Inspiration Architect for the Center for Accounting Transformation. CPA Practice Advisor has recognized him as one of the Top Thought Leaders in Public Accounting every year since 2012.

Nicholas Saller
Owner
Saller Strategic Advisors, LLC

Nicholas Saller is an AI business strategist who has spent 11 years implementing AI in business settings and 31 years building companies. He has taught AI to more than 1,100 student professionals, developed AI automation curriculum for corporate and college extension programs, and trained teams at large organizations domestically and abroad. His work focuses on making the intersection of AI and business practical, not theoretical.

Kim Blascoe, CPA
Senior Director, CAS
CPA.com

Kim leads CPA.com's CAS 2.0 practice transformation programs, helping accounting firms establish and grow optimized client accounting services practices. Before joining CPA.com, she spent more than 30 years in public accounting, including 13 years at Wipfli, LLP, where she led their CAS practice and later the Wealth & Asset Management vertical. She is a graduate of Montana State University.

Richard Corn, CPA
Director of Product Management, 
Accountant Channels, BILL

Richard Corn, CPA, is a seasoned accounting professional with over 10 years of experience in public and private accounting, leading audit, tax, and advisory work for various companies. He previously played a key role on the founding team for QuickBooks Capital at Intuit, where he shaped financing solutions for small businesses. Now, as Director of Product Management for Accountants at BILL, he develops tools that empower firms to streamline work and focus on higher-value advisory services and client success.

Pill shaped, orange icon with "+ CPE Credit" in white.

Earn CPE credit

National Registry of CPE Sponsors logo
Field of Study:
Business Management & Organization
Prerequisite:
None
Recommended CPE Credit(s):
Up to 3
Who Should Attend:
Bookkeeper, CPA - small firm, CPA - Medium firm, CPA - large firm
Level:
Intermediate
Advance Preparation:
None required
Delivery Method:
Group Internet-Based
Event Inquiries:
For inquiries as well as complaints concerning this webinar, you are welcome to send an email message to accounting@hq.bill.com.

Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar.

To be eligible to earn one CPE credit per webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.

BILL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.