Turn Meetings Into Momentum

Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.

0.5
CPE

Why Every Entrepreneur Needs a CPA

Danetha shares how CPAs can guide entrepreneurs with practical financial advice, turning theory into strategy for sustainable business growth.

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

Practice Management in the AI Era

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

0.5
CPE

AI is just ML

Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.

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

AI-Driven Cyber Attacks on Accounting Firms

Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.

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

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

When Disaster Strikes, What's Your Plan?

Erika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption

0.5
CPE

The End of Manual Accounting?

Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.

0.5
CPE

L1
Information Technology
L1
Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
Finance
Danetha shares how CPAs can guide entrepreneurs with practical financial advice, turning theory into strategy for sustainable business growth.
L2
Auditing
L2
Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.
L2
Information Technology
L2
Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
L2
Accounting
L2
Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
L1
Information Technology
L1
Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.
L3
Information Technology
L3
Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.
L2
Information Technology
L2
Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
L2
Accounting
L2
Digits: An AI-native ledger that auto-books, reconciles, reports—ingests data, learns from edits, and surfaces only exceptions.
Business Management & Organization
Erika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption
L3
Accounting
L3
Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.