Beyond Debits and Credits: The AI Shift

Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.

0.5
CPE

Stories Power Brands

Jamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.

0.5
CPE

AI is just ML

Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.

0.5
CPE

Fraud Investigations: Same Lies, Fancier Tools

Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.

0.5
CPE

Igniting AI Inside Your Firm

A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.

0.5
CPE

The CPA Automation Playbook

Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.

0.5
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.

0.5
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.

0.5
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.

0.5
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..

0.5
CPE

Beyond the Security Stack

Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.

0.5
CPE

L2
Accounting
L2
Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.
Communications & Marketing
Jamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.
L2
Accounting
L2
Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
L2
Auditing
L2
Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.
L3
Information Technology
L3
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
L3
Information Technology
L3
Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
L3
Information Technology
L3
Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
Personnel/Human Resource
Beat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
L3
Accounting
L3
Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
L2
Information Technology
L2
Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
L1
Information Technology
L1
Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.