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
Building an AI-Ready Firm
Leadership-first course to embed AI across a firm: org design, governance, Modern Agile, start with copilots, deliver value safely in sprints.
CPE
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.
CPE
Data First. AI Next.
Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
CPE
The Graceful Evolution of Leadership
Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
CPE
Beyond the Security Stack
Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.
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.
CPE
The Art of Prompting
Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.
CPE
Beyond Debits and Credits: The AI Shift
Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.
CPE
Debunking the AI Magic Myth
Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
CPE