Practice Management in the AI Era

Learn how AI-powered practice management streamlines firm operations, workflows, and client services.

0.5
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.

0.5
CPE

The Holy Grail of Tax Operations

Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.

0.5
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..

0.5
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.

0.5
CPE

Prompt Once. Present Faster. Powered by Copilot.

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

0.5
CPE

Your Network Is Your Net Worth

Edi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.

0.5
CPE

Data First. AI Next.

Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.

0.5
CPE

The Big AI Mix-Up: Workflows vs Agents

Clarifies workflows vs agents: scripted steps vs goal-driven planners. Use workflows for rigid prep; agents for adaptive, end-to-end reviews.

0.5
CPE

The Graceful Evolution of Leadership

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

0.5
CPE

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.

0.5
CPE

L2
Information Technology
L2
Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
L1
Information Technology
L1
Learn how Chris Stegh, CTO & Microsoft 365 Copilot MVP, uses Copilot in Outlook to cut inbox clutter and draft smarter emails.
L2
Information Technology
L2
Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.
L2
Information Technology
L2
Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
L1
Information Technology
L1
007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.
L1
Information Technology
L1
Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
Personal Development
Edi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.
L3
Accounting
L3
Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
L1
Accounting
L1
Clarifies workflows vs agents: scripted steps vs goal-driven planners. Use workflows for rigid prep; agents for adaptive, end-to-end reviews.
Personal Development
Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
L1
Information Technology
L1
Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.