Every Touchpoint Tells a Story

Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.

0.5
CPE

This Is an Agent Problem Now

Learn how AI agents analyze financials, draft reports, and boost compliance.

0.5
CPE
AI Risks Every Firm Should Know

AI Risks Every Firm Should Know

Pragmatic AI governance: strict on PII, grasp GDPR, tackle hallucinations/IP/bias. Use the ABC checks - Accuracy, Bias, Confidentiality.

0.5
CPE
Visualize Like a Boss

Visualize Like a Boss

Dr. Mfon Akpan’s “Visualize Like a Boss” explores Power BI, ETL workflows, and how to turn raw data into clear, shareable dashboards.

0.5
CPE
The Credit That Fades Without Evidence

The Credit That Fades Without Evidence

Learn a defensible, audit-ready R&D tax credit process built on strong documentation.

0.5
CPE
The Holy Grail of Tax Operations

The Holy Grail of Tax Operations

Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.

0.5
CPE
Prompt Once. Present Faster. Powered by Copilot.

Prompt Once. Present Faster. Powered by Copilot.

Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.

0.5
CPE
Inbox Fatigue? Here's How to Cut Through the Clutter

Inbox Fatigue? Here's How to Cut Through the Clutter

Learn how Chris Stegh, CTO & Microsoft 365 Copilot MVP, uses Copilot in Outlook to cut inbox clutter and draft smarter emails.

0.5
CPE
Compliant, AI-Enabled, or Actually Secure?

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.

0.5
CPE
How Copilot Finds What You'd Probably Miss

How Copilot Finds What You'd Probably Miss

Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.

0.5
CPE