L3
Information TechnologyL3A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
- L1
Information TechnologyL1Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
- L1
Information TechnologyL1Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
- L2
Information TechnologyL2Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
TaxesUnderstand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.
- L2
AccountingL2Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.
- L3
Information TechnologyL3This 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 TechnologyL3Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
- L1
Information TechnologyL1Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.
- L2
Information TechnologyL2Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.
FinanceLearn how DCF valuation uses cash flow, discount rates, and risk analysis to assess asset value and support better decisions.