The Art of Prompting
Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.
CPE
007 AI Agents
007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.
CPE
Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
CPE
Mission AI: The Rise of Tax Pros
Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
CPE
Prompt Once. Present Faster. Powered by Copilot.
Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
CPE
Practice Management in the AI Era
Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
CPE
Beyond Debits and Credits: The AI Shift
Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.
CPE
Compliant, AI-Enabled, or Actually Secure?
Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.
CPE
The End of Manual Accounting?
Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
CPE
Turn Meetings Into Momentum
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
CPE