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
Fraud Investigations: Same Lies, Fancier Tools
Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.
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
Beyond the Security Stack
Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.
CPE
Accountants, Meet Your AI Sidekick
Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.
CPE
Inside Digits: Reimagining Finance With AI
Digits: An AI-native ledger that auto-books, reconciles, reports—ingests data, learns from edits, and surfaces only exceptions.
CPE
Turn Meetings Into Momentum
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
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
This Is an Agent Problem Now
Learn how AI agents analyze financials, draft reports, and boost compliance.
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
Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
CPE