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

0.5
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.

0.5
CPE
007 AI Agents

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.

0.5
CPE
AI is just ML

AI is just ML

Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.

0.5
CPE
Turn Meetings Into Momentum

Turn Meetings Into Momentum

Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.

0.5
CPE
Every Touchpoint Tells a Story

Every Touchpoint Tells a Story

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

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
Practice Management in the AI Era

Practice Management in the AI Era

Learn how AI-powered practice management streamlines firm operations, workflows, and client services.

0.5
CPE
Data First. AI Next.

Data First. AI Next.

Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.

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
Your Network Is Your Net Worth

Your Network Is Your Net Worth

Edi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.

0.5
CPE