Your Network Is Your Net Worth

Edi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.

0.5
CPE

Workday on Autopilot with ChatGPT

The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.

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

The Credit That Fades Without Evidence

Learn a defensible, audit-ready R&D tax credit process built on strong documentation.

0.5
CPE

The R&D Credit Rulebook Riddle

Understand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.

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

Accounting Workflows Reimagined with Agents

Edge accounting agents: monitor contracts, extract/verify fields, update billing/projects, automate handoffs, always-on ops and quick wins.

0.5
CPE

Compliant, AI-Enabled, or Actually Secure?

Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.

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

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
Edi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.
L1
Information Technology
L1
The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.
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..
Taxes
Learn a defensible, audit-ready R&D tax credit process built on strong documentation.
Taxes
Understand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.
Communications & Marketing
Jamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.
L1
Information Technology
L1
Edge accounting agents: monitor contracts, extract/verify fields, update billing/projects, automate handoffs, always-on ops and quick wins.
L1
Information Technology
L1
Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.
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.
L3
Accounting
L3
Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.