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

Beyond the Security Stack
Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.
CPE

Prompt Once. Present Faster. Powered by Copilot.
Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
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

Fraud Investigations: Same Lies, Fancier Tools
Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.
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-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

Copilot Agents: From Automation to Collaboration
Learn how Microsoft Copilot agents help you research faster, analyze smarter, and communicate more effectively across everyday business workfl
CPE

Accounting Workflows Reimagined with Agents
Edge accounting agents: monitor contracts, extract/verify fields, update billing/projects, automate handoffs, always-on ops and quick wins.
CPE

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.
CPE