L2
AuditingL2Raymond Cheng readies auditors to use AI—prompts RAG, automation, data cleanup, prompt libraries, voice-to-notes, and practical audit workflow
Personnel/Human ResourceBeat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
- L1
Information TechnologyL1Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.
- L3
Information TechnologyL3A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
Behavioral EthicsThis course blends real fraud cases and research to reveal how we justify dishonesty and where the line between right and wrong truly lies.
Communications & MarketingLearn how to balance facts and feelings to communicate clearly, stay professional, and get heard effectively in the workplace with Sherrika.
- L1
AccountingL1Clarifies workflows vs agents: scripted steps vs goal-driven planners. Use workflows for rigid prep; agents for adaptive, end-to-end reviews.
- L1
Information TechnologyL1Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.
- L3
Information TechnologyL3Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
- L2
Information TechnologyL2Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
- L3
AccountingL3Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.