Practice Management in the AI Era

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

0.5
CPE

Turn Meetings Into Momentum

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

0.5
CPE
Accountants, Meet Your AI Sidekick

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.

0.5
CPE
The End of Manual Accounting?

The End of Manual Accounting?

Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.

0.5
CPE
Choosing between Automation and AI

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
AI Risks Every Firm Should Know

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.

0.5
CPE
The Art and Science of DCF Valuation

The Art and Science of DCF Valuation

Learn how DCF valuation uses cash flow, discount rates, and risk analysis to assess asset value and support better decisions.

0.5
CPE
AI-Driven Cyber Attacks on Accounting Firms

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.

0.5
CPE
Workday on Autopilot with ChatGPT

Workday on Autopilot with ChatGPT

The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.

0.5
CPE
Excel, Now Speaking Your Language

Excel, Now Speaking Your Language

Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.

0.5
CPE
AI Skills for Auditors

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