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
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
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.
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 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
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.
CPE
007 AI Agents
007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.
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
Beyond the Security Stack
Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.
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
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.
CPE