FinanceDanetha shares how CPAs can guide entrepreneurs with practical financial advice, turning theory into strategy for sustainable business growth.
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Information TechnologyL1Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
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Information TechnologyL1Learn how AI agents analyze financials, draft reports, and boost compliance.
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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.
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Information TechnologyL3A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
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Information TechnologyL1007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.
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AccountingL1Clarifies workflows vs agents: scripted steps vs goal-driven planners. Use workflows for rigid prep; agents for adaptive, end-to-end reviews.
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Information TechnologyL1Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
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Information TechnologyL1Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.
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Information TechnologyL1Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.
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Information TechnologyL1Learn how Chris Stegh, CTO & Microsoft 365 Copilot MVP, uses Copilot in Outlook to cut inbox clutter and draft smarter emails.