Accounting Workflows Reimagined with Agents
Edge accounting agents: monitor contracts, extract/verify fields, update billing/projects, automate handoffs, always-on ops and quick wins.
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
Excel, Now Speaking Your Language
Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
CPE
Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
CPE
AI is just ML
Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
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
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
5 Ways AI Reshapes Accounting
This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.
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
How to Own the Room
Own the Room teaches confident business speaking: use I-Verb framing, drop hedges/fillers, add pauses, eye contact, and concise assertions.
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