The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard Episode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - The Woodard Report Podcast
Sep 17, 2025
Byron K. Patrick, a CPA and tech innovator who co-founded TB Academy, discusses how AI is revolutionizing accounting education and practice. He details the hands-on courses offered by TB Academy and shares favorite tools like Gamma.app and Google's Notebook LM. Byron warns against pitfalls like poor prompting, while showcasing practical AI applications in real life. He also delves into exciting near-future developments, including Microsoft Copilot and advanced automation capabilities, emphasizing their potential impact on the accounting profession.
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Winning Early Remote Collaboration
- Byron and Heather first collaborated remotely on a Zapier challenge called Heather and Byron's Magical Wands.
- They won the challenge and later presented together, showing early agent-style workflows.
Teach By Doing, Not Just Talking
- Build hands-on AI training that goes beyond webinars and lets participants practice at the keyboard.
- Use demos, practice time, and community sharing to accelerate learning and retention.
Prompting Is Good Communication
- Foundations in prompting are universal across ChatGPT, Gemini, and Copilot because they rely on communication skills.
- Teaching prompting as good communication prepares accountants for any generative AI platform.
