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Information TechnologyL1Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
FinanceLearn how DCF valuation uses cash flow, discount rates, and risk analysis to assess asset value and support better decisions.
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AccountingL2Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
Communications & MarketingJamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.
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Information TechnologyL3Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
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Information TechnologyL1Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
Personnel/Human ResourceBeat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
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Information TechnologyL1Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.
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Information TechnologyL3A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
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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.
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Information TechnologyL1Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.