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

Visualize Like a Boss

Dr. Mfon Akpan’s “Visualize Like a Boss” explores Power BI, ETL workflows, and how to turn raw data into clear, shareable dashboards.

0.5
CPE
Beyond the Security Stack

Beyond the Security Stack

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

0.5
CPE
Data First. AI Next.

Data First. AI Next.

Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.

0.5
CPE
From Decks to Impact

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.

0.5
CPE
The Big AI Mix-Up: Workflows vs Agents

The Big AI Mix-Up: Workflows vs Agents

Clarifies workflows vs agents: scripted steps vs goal-driven planners. Use workflows for rigid prep; agents for adaptive, end-to-end reviews.

0.5
CPE
Where AI Meets Your Files, Meetings, and Mail

Where AI Meets Your Files, Meetings, and Mail

Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.

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
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
Inbox Fatigue? Here's How to Cut Through the Clutter

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.

0.5
CPE
How To Prompt Like A Pro

How To Prompt Like A Pro

RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.

0.5
CPE