The R&D Credit Rulebook Riddle

Understand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.

0.5
CPE

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
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
Every Touchpoint Tells a Story

Every Touchpoint Tells a Story

Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.

0.5
CPE
How to Own the Room

How to Own the Room

Own the Room teaches confident business speaking: use I-Verb framing, drop hedges/fillers, add pauses, eye contact, and concise assertions.

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
Data First. AI Next.

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 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.

0.5
CPE
Where AI Meets Your Files, Meetings, and Mail

Where AI Meets Your Files, Meetings, and Mail

Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.

0.5
CPE
Choosing between Automation and AI

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
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.

0.5
CPE