This Is an Agent Problem Now

Learn how AI agents analyze financials, draft reports, and boost compliance.

0.5
CPE

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 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

The Art and Science of DCF Valuation

Learn how DCF valuation uses cash flow, discount rates, and risk analysis to assess asset value and support better decisions.

0.5
CPE

AI Skills for Auditors

Raymond Cheng readies auditors to use AI—prompts RAG, automation, data cleanup, prompt libraries, voice-to-notes, and practical audit workflow

0.5
CPE

Igniting AI Inside Your Firm

A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.

0.5
CPE

Debunking the AI Magic Myth

Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.

0.5
CPE

Accountants, Meet Your AI Sidekick

Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.

0.5
CPE

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

AI Risks Every Firm Should Know

Pragmatic AI governance: strict on PII, grasp GDPR, tackle hallucinations/IP/bias. Use the ABC checks - Accuracy, Bias, Confidentiality.

0.5
CPE

Beyond Debits and Credits: The AI Shift

Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.

0.5
CPE

L1
Information Technology
L1
Learn how AI agents analyze financials, draft reports, and boost compliance.
Personal Development
Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.
L1
Information Technology
L1
Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
Finance
Learn how DCF valuation uses cash flow, discount rates, and risk analysis to assess asset value and support better decisions.
L2
Auditing
L2
Raymond Cheng readies auditors to use AI—prompts RAG, automation, data cleanup, prompt libraries, voice-to-notes, and practical audit workflow
L3
Information Technology
L3
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
L2
Information Technology
L2
Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
L1
Information Technology
L1
Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.
L3
Information Technology
L3
Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
L1
Information Technology
L1
Pragmatic AI governance: strict on PII, grasp GDPR, tackle hallucinations/IP/bias. Use the ABC checks - Accuracy, Bias, Confidentiality.
L2
Accounting
L2
Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.