Every Touchpoint Tells a Story

Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.

0.5
CPE

How To Prompt Like A Pro

RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.

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

How Copilot Finds What You'd Probably Miss

Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.

0.5
CPE

This Is an Agent Problem Now

Learn how AI agents analyze financials, draft reports, and boost compliance.

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

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

From Decks to Impact

Chris Stegh shows how Copilot in PowerPoint turns finance data into board-ready decks with better prompts, visuals, and clear actions.

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

How to Own the Room

Own the Room teaches confident business speaking: use I-Verb framing, drop hedges/fillers, add pauses, eye contact, and concise assertions.

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

Personal Development
Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.
L1
Information Technology
L1
RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.
L3
Information Technology
L3
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
L1
Information Technology
L1
Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
L1
Information Technology
L1
Learn how AI agents analyze financials, draft reports, and boost compliance.
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
Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
L1
Information Technology
L1
Chris Stegh shows how Copilot in PowerPoint turns finance data into board-ready decks with better prompts, visuals, and clear actions.
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.
Communications & Marketing
Own the Room teaches confident business speaking: use I-Verb framing, drop hedges/fillers, add pauses, eye contact, and concise assertions.
L3
Accounting
L3
Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.