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.
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Practice Management in the AI Era
Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
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Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
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99% Accountants Burned Out - Now What?
Beat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
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How To Prompt Like A Pro
RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.
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Debunking the AI Magic Myth
Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
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Facts vs Feelings: Getting Heard In The Workplace
Learn how to balance facts and feelings to communicate clearly, stay professional, and get heard effectively in the workplace with Sherrika.
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Mission AI: The Rise of Tax Pros
Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
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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.
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Client Onboarding: From Kickoff to Close
A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
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