Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
CPE
Visualize Like a Boss
Dr. Mfon Akpan’s “Visualize Like a Boss” explores Power BI, ETL workflows, and how to turn raw data into clear, shareable dashboards.
CPE
How Copilot Finds What You'd Probably Miss
Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
CPE
Inbox Fatigue? Here's How to Cut Through the Clutter
Learn how Chris Stegh, CTO & Microsoft 365 Copilot MVP, uses Copilot in Outlook to cut inbox clutter and draft smarter emails.
CPE
Excel, Now Speaking Your Language
Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
CPE
The Bots That Talk to Each Other
Octavio Laos' course traces chatbots evolving into web-driving, multimodal agents—practical, powerful, with reliability and security risks.
CPE
The R&D Credit Rulebook Riddle
Understand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.
CPE
How to Own the Room
Own the Room teaches confident business speaking: use I-Verb framing, drop hedges/fillers, add pauses, eye contact, and concise assertions.
CPE
Mission AI: The Rise of Tax Pros
Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
CPE
This Is an Agent Problem Now
Learn how AI agents analyze financials, draft reports, and boost compliance.
CPE
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.
CPE