007 AI Agents

007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.

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

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

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

Where AI Meets Your Files, Meetings, and Mail

Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.

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

Facts vs Feelings: Getting Heard In The Workplace

Learn how to balance facts and feelings to communicate clearly, stay professional, and get heard effectively in the workplace with Sherrika.

0.5
CPE

Workday on Autopilot with ChatGPT

The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.

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

Copilot Agents: From Automation to Collaboration

Learn how Microsoft Copilot agents help you research faster, analyze smarter, and communicate more effectively across everyday business workfl

0.5
CPE

L1
Information Technology
L1
007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.
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.
L3
Information Technology
L3
Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
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, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.
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.
Communications & Marketing
Learn how to balance facts and feelings to communicate clearly, stay professional, and get heard effectively in the workplace with Sherrika.
L1
Information Technology
L1
The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.
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 Microsoft Copilot agents help you research faster, analyze smarter, and communicate more effectively across everyday business workfl