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
How To Prompt Like A Pro
RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.
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
Beyond the Security Stack
Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.
CPE
5 Ways AI Reshapes Accounting
This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.
CPE
The CPA Automation Playbook
Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
CPE
Turn Meetings Into Momentum
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
CPE
This Is an Agent Problem Now
Learn how AI agents analyze financials, draft reports, and boost compliance.
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
The Graceful Evolution of Leadership
Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
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