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
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 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
Excel, Now Speaking Your Language
Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
CPE
Building an AI-Ready Firm
Leadership-first course to embed AI across a firm: org design, governance, Modern Agile, start with copilots, deliver value safely in sprints.
CPE
Your Network Is Your Net Worth
Edi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.
CPE
The Art of Prompting
Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.
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
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.
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
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.
CPE