Course

Claude Foundations

Experiential Learning for Accountants, by Accountants — level up your AI knowledge this August
Reserve Your Spot
Course Fee
$ 745.00/seat
Schedule
August 4,2026 - August 20, 2026
CPE credits earned
6 Sessions

About This Course

Claude Foundations equips you with a practical, confident command of Claude for real day-to-day work. Across six hands-on, workflow-driven sessions you'll go from the fundamentals of prompting to delegating multi-step, file-based work — building habits you can put to use immediately. Over three short weeks in August, you'll go from curious to capable and get ahead of the game.
Six weekly 1-hour sessions (2 sessions per week over 3 weeks), with real-world testing between sessions to cement what you learn.

When It Takes Place

Session 1- Tuesday, August 4 (10 - 11am ET)
Session 2- Thursday, August 6 (10-11am ET)
Session 3- Tuesday, August 11 (10-11am ET)
Session 4- Thursday, August 13 (10-11am ET)
Session 5- Tuesday, August 18 (10-11am ET)
Session 6- Thursday, August 20 (10-11am ET)
Can't make every session? No problem! Join whichever of the six sessions fit your schedule and earn CPE credit for each one you attend live. Miss one for PTO or a deadline? You're still welcome at the rest. Sign up and come to as many as you can.

What You'll Learn

Getting Started
Set up Claude and use it responsibly.
Prompting patterns
Write prompts that produce better results.
Claude Chat
Complete everyday work faster with AI.
Claude Cowork
Automate repetitive tasks and file workflows.
Best Practices
Know when to use each Claude feature.
Training Details
What is the format?
Who Should Attend?
Do I need prior experience working with Claude?
Will I get CPE Credit?
Will I receive materials for the session?
Can't make every session?
Can I schedule this training for my firm?
Will I be able to access a recording of the session?
What is the format?
Six weekly 1-hour sessions (2 sessions per week over 3 weeks), each with live hands-on learning, a best-practices roundtable, and light homework between sessions.
Who Should Attend?
Anyone. While our demos and examples are drawn from accounting workflows (audit, tax, CAS, and operations), the skills translate to any profession — you do not need to be an accountant to take this course and get real value from it.
Do I need prior experience working with Claude?
None required. We start from the beginning — no prior Claude experience needed. You'll want access to Claude to follow along with the hands-on portions.
Will I get CPE Credit?
Edgefied Group in partnership with The Growth Partnership provides CPE credits for earned CPE hours. Credits are earned for the sessions you attend — for example, if a course has 6 sessions and you attend 3, you'll earn credit for those 3. To receive credit for a session, you must respond to all in-session poll questions.
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The Growth Partnership 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.
Will I receive materials for the session?
Pre-session materials will be emailed before each session so you're ready to participate.
Can't make every session?
No problem! Join whichever of the six sessions fit your schedule and earn CPE credit for each one you attend live. Miss one for PTO or a deadline? You're still welcome at the rest. Sign up and come to as many as you can.
Can I schedule this training for my firm?
Yes! We work hand in hand with firms on private trainings. Visit our website Edgefield Group | AI Enablement for Accounting & Advisory Firms and click "Get in Touch" and let's talk.
Will I be able to access a recording of the session?
Session recordings will be granted for absences so you can catch up and review. Recordings are accessible only for the duration of the course and will not be available after it ends.

About Edgefield Group

Edgefield Group delivers experiential AI training for accountants, by accountants. We've worked hand in hand with CPA firms across the country, running live, hands-on programs built around real firm workflows that help teams adopt AI with confidence and see measurable results. This is the same training we've delivered directly to firms, now open for anyone to join, whether you're signing up on your own or bringing your team along.
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Additional Public Training Courses Available Now

Microsoft Copilot Foundations
Microsoft Copilot Cowork
Microsoft Copilot Agents Workshop

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Event Details & Logistics
Format
Group-Internet; Delivered live over Microsoft Teams — join from anywhere
Materials
Pre-session materials sent ahead of each session so you arrive ready to work
CPE
Up to 6 CPE hours. Edgefied Group in partnership with The Growth Partnership provides CPE credits for earned CPE hours. Credits are earned for the sessions you attend — for example, if a course has 6 sessions and you attend 3, you'll earn credit for those 3. To receive credit for a session, you must respond to all in-session poll questions.
Experience
Interactive sessions with discussion, live demos, hands-on activities, and light homework between sessions
Field of Study
Computer Software & Application
Program Level
Basic
Prerequisites
None
Advanced Prep
None

For more information regarding refund, complaint and/or program cancellation policies, please contact us at hello@edgefieldgroup.co

CLIENT TESTIMONIALS
"Edgefield built something repeatable for us. Every cohort comes out of the training using Copilot with confidence on real audit work, and that consistency is what makes this scalable across Assurance.”
Melodie Olson
BPM Managing Director of Assurance Operations
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