Business Management & OrganizationErika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption
L3
AccountingL3Leadership-first course to embed AI across a firm: org design, governance, Modern Agile, start with copilots, deliver value safely in sprints.
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AuditingL2Raymond Cheng readies auditors to use AI—prompts RAG, automation, data cleanup, prompt libraries, voice-to-notes, and practical audit workflow
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AccountingL2Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
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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 TechnologyL3Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
Communications & MarketingLearn how to balance facts and feelings to communicate clearly, stay professional, and get heard effectively in the workplace with Sherrika.
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Information TechnologyL1Edge accounting agents: monitor contracts, extract/verify fields, update billing/projects, automate handoffs, always-on ops and quick wins.
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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 TechnologyL2Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
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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.