This Is an Agent Problem Now
Learn how AI agents analyze financials, draft reports, and boost compliance.
CPE
99% Accountants Burned Out - Now What?
Beat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
CPE
Turn Meetings Into Momentum
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
CPE
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.
CPE
The Graceful Evolution of Leadership
Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
CPE
The Credit That Fades Without Evidence
Learn a defensible, audit-ready R&D tax credit process built on strong documentation.
CPE
The Honest Truth about Dishonesty
This course blends real fraud cases and research to reveal how we justify dishonesty and where the line between right and wrong truly lies.
CPE
Inside Digits: Reimagining Finance With AI
Digits: An AI-native ledger that auto-books, reconciles, reports—ingests data, learns from edits, and surfaces only exceptions.
CPE
Client Onboarding: From Kickoff to Close
A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
CPE
AI is just ML
Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
CPE
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.
CPE