AI Black Belt Training
Private delivery of the Black Belt curriculum for your firm. Five programs, nine belts each — from foundational workflow engineering through context engineering to multi-agent orchestration. Structured, CAS-native, and built for teams that need to move together.
The Problem
One person builds a great prompt. Another attends a webinar. Someone downloads a tool. None of it compounds — because individual learning without shared structure stays individual.
Inconsistent Adoption
Without structured training, AI adoption splits your team into enthusiasts and bystanders. The enthusiasts burn out. The bystanders fall further behind. The firm stays stuck.
Generic Training
Marketing prompts don't help with bank recs. Sales frameworks don't apply to month-end close. Your team needs training built around the work they actually do — bookkeeping, tax prep, compliance, advisory.
No Progression
A one-day session creates excitement that fades by Friday. Sustainable adoption requires a progression — structured levels that build on each other, with real work at every stage.
The Curriculum
Each program builds on the previous one. Your team progresses together — developing shared language, shared methods, and shared capability.
1x to 2x productivity
The foundation every team member needs. How to use AI effectively in existing CAS workflows — monthly financials, client communications, workpaper prep, document drafting. Nine modules covering the core methodology. After this program, every person on your team can apply AI to their recurring work with confidence and consistency.
2x to 5x productivity
Producing high-impact deliverables at scale — cash flow analyses, financial health assessments, client development plans, advisory reports. This is where your team starts building the advisory output that moves your practice beyond compliance. Work that used to take hours now takes minutes.
5x to 10x productivity
Using AI to diagnose and fix operational bottlenecks across your practice. Client intake processes that vary by who's handling them. Follow-up systems that live in someone's head. Month-end close procedures that take twice as long as they should. This level gives your team visibility into how work actually gets done — and how to improve it.
10x to 100x productivity
Building knowledge systems that make your AI tools smarter about your specific practice every day. Your methodology, your client patterns, your chart of accounts preferences, your engagement workflows. Without context engineering, AI produces generic output. With it, your AI knows your practice the way a seasoned staff member does. This is the competitive moat.
100x to 1000x productivity
Deploying multiple AI agents that work together — automated client check-ins, parallel engagement support, scaled advisory delivery. This is how you serve more clients without filling more calendar slots. For a CAS practice, this is the difference between capping out at your current client load and scaling advisory to 2x or 3x your current capacity.
Why This Training
Every example, every workflow, every prompt is built around bookkeeping, tax, financial statements, and advisory. Not marketing. Not sales. Not "business in general." Your team trains on the work they actually do.
This isn't a public course where your team sits alongside strangers. It's dedicated training for your practice — your workflows, your client scenarios, your operational reality. The curriculum adapts to where your team actually is.
When the whole team moves through the same curriculum together, they develop shared language and shared methods. Knowledge compounds across people, not just within individuals. That's the difference between a team with AI skills and a team that operates on AI.
Delivery
Each Black Belt program is delivered with the same methodology that's been used to train professionals at Meta, Microsoft, PwC, and Deloitte — adapted for CAS practices.
Each belt builds on the previous one. Modules include instruction, live demonstrations, and hands-on exercises using real CAS workflows. Your team applies what they learn to actual client work — not hypothetical scenarios.
Regular live sessions where your team gets direct support. Questions answered, blockers resolved, progress reviewed. Every session is recorded for team members who can't attend live.
Between sessions, your team applies each belt's methods to actual deliverables — client work, internal processes, real workflows. The training produces results while it teaches.
By the end of each program, every team member can demonstrate specific AI capabilities applied to CAS work. Not vague "AI awareness" — operational competence on real tasks.
Results
"I signed up my lead accounting manager, Chris. The amount of changes he has made within the company since that day has been unprecedented. We've developed a Client Strategy Hub that acts as the centralized source of information for our clients. It would not have been possible without this initial groundwork."
"Peter's Black Belt program wasn't just informative — it was hands-on, technical, and deeply practical. Each step built on the last, and before long, I found myself going further than I ever expected. He didn't just teach me how to use AI. He taught me how to see its potential."
"What surprised me most was how quickly AI became more than a novelty. With Peter's help, I started using it on a deeper, more actionable level — a tool to save time on everyday tasks and make real progress on major projects that used to feel heavy or slow."
Want the Full System?
The entire Black Belt curriculum is available on demand through the Humans+Agents Platform — alongside workflow tracking, AI opportunity mapping, 1,297 production-ready workflows, and 231 agent packages. If you want training plus operational infrastructure, the platform is the complete package.
Explore the PlatformYour Move
Private, structured, CAS-native. The Black Belt curriculum is how teams go from scattered AI experiments to consistent, firm-wide capability.