The CPA Automation Playbook
Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
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
AI is just ML
Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
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
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
Why Every Entrepreneur Needs a CPA
Danetha shares how CPAs can guide entrepreneurs with practical financial advice, turning theory into strategy for sustainable business growth.
CPE
The Bots That Talk to Each Other
Octavio Laos' course traces chatbots evolving into web-driving, multimodal agents—practical, powerful, with reliability and security risks.
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
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
The End of Manual Accounting?
Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
CPE
Compliant, AI-Enabled, or Actually Secure?
Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.
CPE