L1
Information Technology
L1Chris Stegh shows how Copilot in PowerPoint turns finance data into board-ready decks with better prompts, visuals, and clear actions.
L1
Information Technology
L1Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.
L2
Information Technology
L2Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
L1
Information Technology
L1Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.
Business Management & OrganizationErika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption
Personnel/Human ResourceBeat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
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.
L1
Information Technology
L1Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.
L2
Accounting
L2Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
L2
Accounting
L2Digits: An AI-native ledger that auto-books, reconciles, reports—ingests data, learns from edits, and surfaces only exceptions.
Personal DevelopmentEdi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.