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Information TechnologyL1Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
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Information TechnologyL3Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
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Information TechnologyL1Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.
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Information TechnologyL2Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
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Information TechnologyL1Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.
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Information TechnologyL1Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
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Information TechnologyL3Learn when to use automation versus AI to streamline accounting workflows, reduce exceptions, and unlock higher value advisory work.
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Information TechnologyL1Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.
Personal DevelopmentDesign memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.
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Information TechnologyL3Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.
TaxesLearn a defensible, audit-ready R&D tax credit process built on strong documentation.