Personnel/Human ResourceBeat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
L1
Information TechnologyL1Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
- L3
AccountingL3Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
- L3
Information TechnologyL3A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
- L3
Information TechnologyL3This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.
Communications & MarketingJamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.
- L1
Information TechnologyL1Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.
- L1
AccountingL1Clarifies workflows vs agents: scripted steps vs goal-driven planners. Use workflows for rigid prep; agents for adaptive, end-to-end reviews.
Communications & MarketingLearn how to balance facts and feelings to communicate clearly, stay professional, and get heard effectively in the workplace with Sherrika.
- L1
Information TechnologyL1Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.
- L3
Information TechnologyL3Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.