The CPA Automation Playbook
Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
CPE
Building an AI-Ready Firm
Leadership-first course to embed AI across a firm: org design, governance, Modern Agile, start with copilots, deliver value safely in sprints.
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
AI is just ML
Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
CPE
Fraud Investigations: Same Lies, Fancier Tools
Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.
CPE
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.
CPE
The Holy Grail of Tax Operations
Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.
CPE
The Graceful Evolution of Leadership
Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
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
How Copilot Finds What You'd Probably Miss
Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
CPE
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.
CPE