Stop reading about AI. Come build it.
A hands-on Claude workshop for accountants and bookkeepers. Laptop open the whole time, and three things you keep by the time you walk out.
Ping is capturing the session so you can build instead of take notes.
The workshop is free because these companies pay for it.
Calgary · November 12th
50 free seats at Platform Calgary. Toronto's went in four hours.
Registration is subject to host approval. The workshop's in Classroom 1, with coffee, lunch and sponsor tables in the adjacent Accelerator Zone.
Save My SeatFree. 50 seats. Thursday, November 12th at Platform Calgary.
The Promise
Built for beginners. You will not watch a demo, you will build the thing yourself, with people on the floor to get you unstuck.
Real humans on the floor getting you unstuck, live. Nobody sits there lost.
Taught by people running a real firm, not a vendor keynote.
What You Build
Three things, on supplied sample data. You keep all of them.
01 · Project
Security answered properly, Claude set up the right way, and your firm's own documents behind it.
02 · Skill
A Skill you built yourself that runs a job you do by hand today.
03 · Skill
The revenue already sitting in work you have, with the digging done for you, turned into something that looks ready to hand a client.
The Day
Thursday, September 17, 2026. Doors 9:00 AM, program 10:00 AM to 2:00 PM. Optional open floor until 3:00 PM.
Intuit runs building security through a visitor system called ProxyClick. The week of the event you'll get an email from Intuit asking you to pre-register. Please complete it, it's how you get past the front desk. Check spam if you don't see it. On the day, bring photo ID and have the QR code from that email open on your phone. Doors are 9:00, we kick off at 10:00 sharp.
Coffee, and a hand getting set up if you want it. Try to be here by 9:30. There's a welcome desk on the 19th floor and 50 of us arriving at once, so the extra few minutes really help.
We start right on 10:00, so grab your coffee before then.
Security first, because it's the question every client asks. Then getting Claude set up properly.
Take something you already do by hand, do it once with Claude, then save it as a Skill you can run again.
Provided by Intuit QuickBooks. Eat, compare notes, keep building if you want to.
Where the new revenue is hiding in work you already have, what advisory looks like when the digging is done for you, and then Claude Design to make it look like something you'd hand a client.
What to do with this back at your desk, and the card you fill in before you leave.
The program ends at 2:00, but you should stay. Mike and Anderson are up front for questions, the sponsors hang around at their tables, and there is a prize draw at 2:30. Room's ours until 3:00.
Lunch, snacks, and swag are provided by Intuit QuickBooks.
You do not need to bring any of your own firm or client documents. Everything you build with is supplied, so nothing confidential leaves your office.
What came out of Toronto
Less than a week after Toronto, one attendee rebuilt a paid tool's job with what she made in the room.
"Cancelled the 30 day free trial, saved myself $7,000 a year for the subscription and created a workflow tailored to my firm and my staff."
Stephany St.Louis, CPB, PCP
Toronto attendee, on what she built in the room.
The room
Photos from the first stop, hosted by Intuit QuickBooks in Toronto.
What people said
"Great event. Mike Libbey and Anderson Petergeorge put on a workshop that actually left the room building, not just watching."
Andrey Timofeev
Attendee
Read on LinkedIn"The best workshop review I've ever gotten. Not even a week later and somebody had already saved their firm $7,000 a year with what they built in the room."
Mike Libbey
CEO, YBL
Read on LinkedInSold out
Calgary is November 12th at Platform Calgary. Registration is open for 50 free seats, subject to host approval.
Who It's For
This is for people who want to actually use AI back at their firm. If you only want to watch, this is not for you.
Who's Teaching
CEO, YBL
Mike Libbey is CEO of YBL, a 30+ person fully cloud-based accounting and advisory firm, named one of the Top 50 Modern Accounting Firms. A Top 50 International ProAdvisor, he builds the AI tools his own firm runs on, including YBL TaxPilot, and built the first of them himself without a development team. He writes The AI-First Firm about rewiring a firm to be AI-first, including the parts that break.
Co-Founder, Quanto
Anderson Petergeorge is the co-founder of Quanto, a sales and marketing partner built exclusively for accounting firms. A CPA who ran his own firm before founding Quanto, he helps accounting firms grow through brand building layered with AI outbound automation to find clients they're absolutely excited to work with.
Your instructors are practitioners who have already implemented AI inside real accounting firms. Plus roaming AI champions on the floor for live, hands-on support.
Where it goes
Everything below is the same four steps: do it once with Claude, check the output, save it as a Skill, run it forever. Once you've done that three times, this is the kind of thing it starts eating.
Client communication, cleanup and close, advisory, and the business of your firm.
Client communication
Draft the month-end commentary, three bullets on what actually changed and what to do about it, in your firm's voice, straight off the P&L.
Chase missing year-end documents without writing the same email for the fortieth time.
Turn a CRA letter into plain English, plus a recommended response.
Cleanup and close
Categorize a messy statement and have it flag what it isn't sure about, instead of quietly guessing.
Catch the things that quietly cost you: duplicate charges, personal spending on the business card, equipment expensed instead of capitalized, supplier refunds booked as revenue.
Turn "how we actually do the close" into a written SOP the whole team follows.
Advisory, and the business of your firm
Spot the seasonal cash gap in a client's year, and the financing conversation with a fee attached to it.
Find which clients are underpriced against the hours you actually spend on them.
Walk into a client meeting with the five questions their numbers say you should be asking.
And so... so much more. This is scratching the surface.
Logistics
FAQ
Sold out
Toronto's done. Calgary is November 12th at Platform Calgary.
Photography and filming are conditions of attendance. The full media terms are at the bottom of this page and appeared again during registration.
Registration includes an optional box to share your name, firm and email with our sponsors, who pay for your seat. It's fully optional and the day is identical either way.
Questions? Message on LinkedIn. Know someone who should come? Forward this page.
By registering for or entering the venue/event, you irrevocably grant to Intuit Inc. and its affiliates all rights to any audio visual recordings made of you during the event and the use of your name, likeness, and performance, throughout the world in perpetuity in any and all media now and here after known, including advertising and promotional uses, without any payment to, or approval from you.
You hereby waive any claims against Intuit Inc. and its affiliates and its designees resulting from the use of the recordings or other rights granted by you.
Attending the workshop means agreeing to the above. If you would rather not be filmed, tell us at the door and we will keep you out of shot where we can.
Toronto · Sold out
Save My Seat