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.
CPE
The R&D Credit Rulebook Riddle
Understand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.
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
Prompt Once. Present Faster. Powered by Copilot.
Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
CPE
Mission AI: The Rise of Tax Pros
Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
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
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
Turn Meetings Into Momentum
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
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.
CPE
Beyond the Security Stack
Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.
CPE
Facts vs Feelings: Getting Heard In The Workplace
Learn how to balance facts and feelings to communicate clearly, stay professional, and get heard effectively in the workplace with Sherrika.
CPE