Beyond Debits and Credits: The AI Shift
Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.
CPE
Copilot Agents: From Automation to Collaboration
Learn how Microsoft Copilot agents help you research faster, analyze smarter, and communicate more effectively across everyday business workfl
CPE
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.
CPE
Excel, Now Speaking Your Language
Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
CPE
Data First. AI Next.
Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
CPE
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.
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
AI is just ML
Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
CPE
The CPA Automation Playbook
Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
CPE
Every Touchpoint Tells a Story
Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.
CPE
The Graceful Evolution of Leadership
Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
CPE