L2
Auditing
L2Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.
L1
Information Technology
L1Learn how Microsoft Copilot agents help you research faster, analyze smarter, and communicate more effectively across everyday business workfl
Personnel/Human ResourceBeat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
L3
Accounting
L3Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
L3
Information Technology
L3A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
L1
Information Technology
L1Learn how AI agents analyze financials, draft reports, and boost compliance.
L1
Information Technology
L1Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.
L2
Information Technology
L2Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.
L1
Information Technology
L1Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
Business Management & OrganizationErika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption
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.