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.
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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.
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This Is an Agent Problem Now
Learn how AI agents analyze financials, draft reports, and boost compliance.
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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.
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Beyond the Security Stack
Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.
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Fraud Investigations: Same Lies, Fancier Tools
Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.
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The End of Manual Accounting?
Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
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From Decks to Impact
Chris Stegh shows how Copilot in PowerPoint turns finance data into board-ready decks with better prompts, visuals, and clear actions.
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Practice Management in the AI Era
Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
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How to Own the Room
Own the Room teaches confident business speaking: use I-Verb framing, drop hedges/fillers, add pauses, eye contact, and concise assertions.
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