The Big AI Mix-Up: Workflows vs Agents

Clarifies workflows vs agents: scripted steps vs goal-driven planners. Use workflows for rigid prep; agents for adaptive, end-to-end reviews.

0.5
CPE

Choosing between Automation and AI

Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.

0.5
CPE

The Honest Truth about Dishonesty

This course blends real fraud cases and research to reveal how we justify dishonesty and where the line between right and wrong truly lies.

0.5
CPE

AI is just ML

Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.

0.5
CPE

Building an AI-Ready Firm

Leadership-first course to embed AI across a firm: org design, governance, Modern Agile, start with copilots, deliver value safely in sprints.

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

Turn Meetings Into Momentum

Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.

0.5
CPE

5 Ways AI Reshapes Accounting

This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.

0.5
CPE

Client Onboarding: From Kickoff to Close

A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.

0.5
CPE

From Decks to Impact

Chris Stegh shows how Copilot in PowerPoint turns finance data into board-ready decks with better prompts, visuals, and clear actions.

0.5
CPE

Every Touchpoint Tells a Story

Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.

0.5
CPE

L1
Accounting
L1
Clarifies workflows vs agents: scripted steps vs goal-driven planners. Use workflows for rigid prep; agents for adaptive, end-to-end reviews.
L3
Information Technology
L3
Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
Behavioral Ethics
This course blends real fraud cases and research to reveal how we justify dishonesty and where the line between right and wrong truly lies.
L2
Accounting
L2
Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
L3
Accounting
L3
Leadership-first course to embed AI across a firm: org design, governance, Modern Agile, start with copilots, deliver value safely in sprints.
L3
Accounting
L3
Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
L1
Information Technology
L1
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
L3
Information Technology
L3
This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.
L3
Information Technology
L3
A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
L1
Information Technology
L1
Chris Stegh shows how Copilot in PowerPoint turns finance data into board-ready decks with better prompts, visuals, and clear actions.
Personal Development
Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.