Prompt Once. Present Faster. Powered by Copilot.

Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.

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CPE

99% Accountants Burned Out - Now What?

Beat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.

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CPE
Mission AI: The Rise of Tax Pros

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..

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CPE
Compliant, AI-Enabled, or Actually Secure?

Compliant, AI-Enabled, or Actually Secure?

Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.

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CPE
This Is an Agent Problem Now

This Is an Agent Problem Now

Learn how AI agents analyze financials, draft reports, and boost compliance.

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CPE
The End of Manual Accounting?

The End of Manual Accounting?

Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.

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CPE
Why Every Entrepreneur Needs a CPA

Why Every Entrepreneur Needs a CPA

Danetha shares how CPAs can guide entrepreneurs with practical financial advice, turning theory into strategy for sustainable business growth.

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CPE
The Graceful Evolution of Leadership

The Graceful Evolution of Leadership

Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.

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CPE
When Disaster Strikes, What's Your Plan?

When Disaster Strikes, What's Your Plan?

Erika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption

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CPE
AI is just ML

AI is just ML

Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.

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CPE
The CPA Automation Playbook

The CPA Automation Playbook

Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.

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CPE