L1
Information TechnologyL1Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
- L1
Information TechnologyL1The course shows ChatGPT as your workflow hub: summarizes meetings, drafts email, organizes tasks so you focus, cut friction, and do more.
Business Management & OrganizationErika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption
- L3
Information TechnologyL3Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
- L3
AccountingL3Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
- L1
Information TechnologyL1RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.
Communications & MarketingJamar Cobb shares strategies for building a personal brand through authentic storytelling, content creation, and consistent engagement.
- L3
AccountingL3Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
TaxesLearn a defensible, audit-ready R&D tax credit process built on strong documentation.
- L1
Information TechnologyL1Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.