L1
Information TechnologyL1The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.
- L3
AccountingL3Leadership-first course to embed AI across a firm: org design, governance, Modern Agile, start with copilots, deliver value safely in sprints.
- L3
AccountingL3Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
TaxesUnderstand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.
FinanceLearn how DCF valuation uses cash flow, discount rates, and risk analysis to assess asset value and support better decisions.
Personal DevelopmentDiscover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
- L1
Information TechnologyL1007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.
- L2
Information TechnologyL2Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
- L1
Information TechnologyL1Learn how Microsoft Copilot agents help you research faster, analyze smarter, and communicate more effectively across everyday business workfl
Personnel/Human ResourceBeat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
- L2
Information TechnologyL2Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.