Inbox Fatigue? Here's How to Cut Through the Clutter

Learn how Chris Stegh, CTO & Microsoft 365 Copilot MVP, uses Copilot in Outlook to cut inbox clutter and draft smarter emails.

0.5
CPE

From Decks to Impact

Chris Stegh shows how Copilot in PowerPoint turns finance data into board-ready decks with better prompts, visuals, and clear actions.

0.5
CPE
99% Accountants Burned Out - Now What?

99% Accountants Burned Out - Now What?

Beat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.

0.5
CPE
Practice Management in the AI Era

Practice Management in the AI Era

Learn how AI-powered practice management streamlines firm operations, workflows, and client services.

0.5
CPE
Beyond the Security Stack

Beyond the Security Stack

Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.

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.

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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.

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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
The Big AI Mix-Up: Workflows vs Agents

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.

0.5
CPE
Inside Digits: Reimagining Finance With AI

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.

0.5
CPE
AI is just ML

AI is just ML

Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.

0.5
CPE