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.
CPE
Turn Meetings Into Momentum
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
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
Beyond Debits and Credits: The AI Shift
Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.
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 Honest Truth about Dishonesty
This course blends real fraud cases and research to reveal how we justify dishonesty and where the line between right and wrong truly lies.
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
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
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
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 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