This Is an Agent Problem Now

Learn how AI agents analyze financials, draft reports, and boost compliance.

0.5
CPE

Prompt Once. Present Faster. Powered by Copilot.

Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.

0.5
CPE
The Holy Grail of Tax Operations

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.

0.5
CPE
Visualize Like a Boss

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.

0.5
CPE
Why Every Entrepreneur Needs a CPA

Why Every Entrepreneur Needs a CPA

Danetha shares how CPAs can guide entrepreneurs with practical financial advice, turning theory into strategy for sustainable business growth.

0.5
CPE
How Copilot Finds What You'd Probably Miss

How Copilot Finds What You'd Probably Miss

Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.

0.5
CPE
AI Skills for Auditors

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

0.5
CPE
Excel, Now Speaking Your Language

Excel, Now Speaking Your Language

Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.

0.5
CPE
Accounting Workflows Reimagined with Agents

Accounting Workflows Reimagined with Agents

Edge accounting agents: monitor contracts, extract/verify fields, update billing/projects, automate handoffs, always-on ops and quick wins.

0.5
CPE
Mission AI: The Rise of Tax Pros

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..

0.5
CPE
Facts vs Feelings: Getting Heard In The Workplace

Facts vs Feelings: Getting Heard In The Workplace

Learn how to balance facts and feelings to communicate clearly, stay professional, and get heard effectively in the workplace with Sherrika.

0.5
CPE