When Disaster Strikes, What's Your Plan?
Erika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption
CPE
Where AI Meets Your Files, Meetings, and Mail
Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.
CPE
The Bots That Talk to Each Other
Octavio Laos' course traces chatbots evolving into web-driving, multimodal agents—practical, powerful, with reliability and security risks.
CPE
Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
CPE
How to Own the Room
Own the Room teaches confident business speaking: use I-Verb framing, drop hedges/fillers, add pauses, eye contact, and concise assertions.
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
The End of Manual Accounting?
Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
CPE
The Credit That Fades Without Evidence
Learn a defensible, audit-ready R&D tax credit process built on strong documentation.
CPE
AI Skills for Auditors
Raymond Cheng readies auditors to use AI—prompts RAG, automation, data cleanup, prompt libraries, voice-to-notes, and practical audit workflow
CPE
Practice Management in the AI Era
Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
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