Personal DevelopmentDiscover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
L1
Information TechnologyL1Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
- L3
Information TechnologyL3A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
- L1
Information TechnologyL1007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.
- 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.
Personal DevelopmentDesign memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.
Personnel/Human ResourceBeat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
- L2
AuditingL2Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.
- L1
Information TechnologyL1Learn how AI agents analyze financials, draft reports, and boost compliance.
TaxesLearn a defensible, audit-ready R&D tax credit process built on strong documentation.
- L3
Information TechnologyL3A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.