L3
Accounting
L3Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
L1
Information Technology
L1Learn how AI agents analyze financials, draft reports, and boost compliance.
L3
Information Technology
L3Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
L1
Information Technology
L1RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.
FinanceDanetha shares how CPAs can guide entrepreneurs with practical financial advice, turning theory into strategy for sustainable business growth.
L1
Information Technology
L1Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.
L3
Accounting
L3Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
L1
Information Technology
L1Chris Stegh shows how Copilot in PowerPoint turns finance data into board-ready decks with better prompts, visuals, and clear actions.
L2
Accounting
L2Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.
L2
Information Technology
L2Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.