L3
Information TechnologyL3A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
Business Management & OrganizationErika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption
- L1
Information TechnologyL1Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.
- L1
Information TechnologyL1Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
- L3
Information TechnologyL3Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.
- L3
Information TechnologyL3Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
- L2
Information TechnologyL2Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
Personnel/Human ResourceBeat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
- L3
Information TechnologyL3This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.
- L1
Information TechnologyL1The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.