L3
Information Technology
L3This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.
L2
Information Technology
L2Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.
L2
Accounting
L2Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.
L1
Information Technology
L1Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.
L2
Information Technology
L2Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
L3
Accounting
L3Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
L1
Information Technology
L1Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
L2
Auditing
L2Raymond Cheng readies auditors to use AI—prompts RAG, automation, data cleanup, prompt libraries, voice-to-notes, and practical audit workflow
L3
Accounting
L3Leadership-first course to embed AI across a firm: org design, governance, Modern Agile, start with copilots, deliver value safely in sprints.
L1
Information Technology
L1Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.
Communications & MarketingJamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.