The Credit That Fades Without Evidence

Learn a defensible, audit-ready R&D tax credit process built on strong documentation.

0.5
CPE

Practice Management in the AI Era

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

0.5
CPE

How Copilot Finds What You'd Probably Miss

Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.

0.5
CPE

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

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

Stories Power Brands

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

0.5
CPE

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

Inside Digits: Reimagining Finance With AI

Digits: An AI-native ledger that auto-books, reconciles, reports—ingests data, learns from edits, and surfaces only exceptions.

0.5
CPE

Fraud Investigations: Same Lies, Fancier Tools

Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.

0.5
CPE

Client Onboarding: From Kickoff to Close

A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.

0.5
CPE

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

Taxes
Learn a defensible, audit-ready R&D tax credit process built on strong documentation.
L2
Information Technology
L2
Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
L1
Information Technology
L1
Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
L1
Information Technology
L1
The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.
L1
Information Technology
L1
Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.
Communications & Marketing
Jamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.
L1
Information Technology
L1
Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.
L2
Accounting
L2
Digits: An AI-native ledger that auto-books, reconciles, reports—ingests data, learns from edits, and surfaces only exceptions.
L2
Auditing
L2
Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.
L3
Information Technology
L3
A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
Taxes
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.