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

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.

0.5
CPE

Data First. AI Next.

Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.

0.5
CPE

Practice Management in the AI Era

Learn how AI-powered practice management streamlines firm operations, workflows, and client services.

0.5
CPE

Client Onboarding: From Kickoff to Close

A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.

0.5
CPE

The Art and Science of DCF Valuation

Learn how DCF valuation uses cash flow, discount rates, and risk analysis to assess asset value and support better decisions.

0.5
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.

0.5
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.

0.5
CPE

Visualize Like a Boss

Dr. Mfon Akpan’s “Visualize Like a Boss” explores Power BI, ETL workflows, and how to turn raw data into clear, shareable dashboards.

0.5
CPE

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.

0.5
CPE

Debunking the AI Magic Myth

Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.

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.
L2
Accounting
L2
Digits: An AI-native ledger that auto-books, reconciles, reports—ingests data, learns from edits, and surfaces only exceptions.
L3
Accounting
L3
Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
L2
Information Technology
L2
Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
L3
Information Technology
L3
A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
Finance
Learn how DCF valuation uses cash flow, discount rates, and risk analysis to assess asset value and support better decisions.
L3
Information Technology
L3
This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.
Behavioral Ethics
This course blends real fraud cases and research to reveal how we justify dishonesty and where the line between right and wrong truly lies.
L1
Computer software & Applications
L1
Dr. Mfon Akpan’s “Visualize Like a Boss” explores Power BI, ETL workflows, and how to turn raw data into clear, shareable dashboards.
L2
Information Technology
L2
Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.
L2
Information Technology
L2
Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.