Turn Meetings Into Momentum
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
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
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
How To Prompt Like A Pro
RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.
CPE
Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
CPE
Visualize Like a Boss
Dr. Mfon Akpan’s “Visualize Like a Boss” explores Power BI, ETL workflows, and how to turn raw data into clear, shareable dashboards.
CPE
The Art and Science of DCF Valuation
Learn how DCF valuation uses cash flow, discount rates, and risk analysis to assess asset value and support better decisions.
CPE
Workday on Autopilot with ChatGPT
The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.
CPE
Mission AI: The Rise of Tax Pros
Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
CPE
The Graceful Evolution of Leadership
Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
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