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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 TechnologyL1Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.
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Information TechnologyL1Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.
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Information TechnologyL1007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.
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Information TechnologyL1Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
Communications & MarketingJamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.
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Information TechnologyL2Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
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AuditingL2Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.
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Information TechnologyL1Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
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Information TechnologyL1Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
Personal DevelopmentEdi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.