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
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
AI Risks Every Firm Should Know
Pragmatic AI governance: strict on PII, grasp GDPR, tackle hallucinations/IP/bias. Use the ABC checks - Accuracy, Bias, Confidentiality.
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
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.
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
Copilot Agents: From Automation to Collaboration
Learn how Microsoft Copilot agents support faster research, smarter analysis, and clearer communication across everyday business workflows.
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
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
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