Choosing between Automation and AI

Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.

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
The Art of Prompting

The Art of Prompting

Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.

0.5
CPE
Practice Management in the AI Era

Practice Management in the AI Era

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

0.5
CPE
Prompt Once. Present Faster. Powered by Copilot.

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
Workday on Autopilot with ChatGPT

Workday on Autopilot with ChatGPT

The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.

0.5
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..

0.5
CPE
Stories Power Brands

Stories Power Brands

Jamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.

0.5
CPE
Excel, Now Speaking Your Language

Excel, Now Speaking Your Language

Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.

0.5
CPE
From Decks to Impact

From Decks to Impact

Chris Stegh shows how Copilot in PowerPoint turns finance data into board-ready decks with better prompts, visuals, and clear actions.

0.5
CPE