This Is an Agent Problem Now

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

0.5
CPE

Accountants, Meet Your AI Sidekick

Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.

0.5
CPE
Igniting AI Inside Your Firm

Igniting AI Inside Your Firm

A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.

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
Fraud Investigations: Same Lies, Fancier Tools

Fraud Investigations: Same Lies, Fancier Tools

Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.

0.5
CPE
The R&D Credit Rulebook Riddle

The R&D Credit Rulebook Riddle

Understand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.

0.5
CPE
Where AI Meets Your Files, Meetings, and Mail

Where AI Meets Your Files, Meetings, and Mail

Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.

0.5
CPE
Choosing between Automation and AI

Choosing between Automation and AI

Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.

0.5
CPE
Client Onboarding: From Kickoff to Close

Client Onboarding: From Kickoff to Close

A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.

0.5
CPE
The Bots That Talk to Each Other

The Bots That Talk to Each Other

Octavio Laos' course traces chatbots evolving into web-driving, multimodal agents—practical, powerful, with reliability and security risks.

0.5
CPE