AI-Driven Cyber Attacks on Accounting Firms
Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.
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

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

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

Prompt Once. Present Faster. Powered by Copilot.
Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
CPE

Fraud Investigations: Same Lies, Fancier Tools
Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.
CPE

Choosing between Automation and AI
Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
CPE

Every Touchpoint Tells a Story
Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.
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

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