Turn Meetings Into Momentum
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
CPE
AI-Driven Cyber Attacks on Accounting Firms
Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.
CPE

Excel, Now Speaking Your Language
Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
CPE

5 Ways AI Reshapes Accounting
This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.
CPE

Facts vs Feelings: Getting Heard In The Workplace
Learn how to balance facts and feelings to communicate clearly, stay professional, and get heard effectively in the workplace with Sherrika.
CPE

The Graceful Evolution of Leadership
Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
CPE

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.
CPE

AI Skills for Auditors
Raymond Cheng readies auditors to use AI—prompts RAG, automation, data cleanup, prompt libraries, voice-to-notes, and practical audit workflow
CPE

99% Accountants Burned Out - Now What?
Beat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
CPE

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.
CPE

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