The Graceful Evolution of Leadership

Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.

0.5
CPE

The CPA Automation Playbook

Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.

0.5
CPE
Practice Management in the AI Era

Practice Management in the AI Era

Learn how AI-powered practice management streamlines firm operations, workflows, and client services.

0.5
CPE
The Big AI Mix-Up: Workflows vs Agents

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.

0.5
CPE
How Copilot Finds What You'd Probably Miss

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.

0.5
CPE
Stories Power Brands

Stories Power Brands

Jamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.

0.5
CPE
99% Accountants Burned Out - Now What?

99% Accountants Burned Out - Now What?

Beat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.

0.5
CPE
AI is just ML

AI is just ML

Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.

0.5
CPE
The Art of Prompting

The Art of Prompting

Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.

0.5
CPE
Debunking the AI Magic Myth

Debunking the AI Magic Myth

Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.

0.5
CPE