Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
CPE
Every Touchpoint Tells a Story
Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.
CPE
Turn Meetings Into Momentum
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
CPE
The CPA Automation Playbook
Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
CPE
Your Network Is Your Net Worth
Edi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.
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
Client Onboarding: From Kickoff to Close
A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
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
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
Debunking the AI Magic Myth
Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
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