L2
Auditing
L2Raymond Cheng readies auditors to use AI—prompts RAG, automation, data cleanup, prompt libraries, voice-to-notes, and practical audit workflow
FinanceDanetha shares how CPAs can guide entrepreneurs with practical financial advice, turning theory into strategy for sustainable business growth.
L1
Information Technology
L1Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.
L3
Information Technology
L3This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.
L2
Information Technology
L2Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
L3
Information Technology
L3Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.
L1
Information Technology
L1Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
L1
Information Technology
L1Octavio Laos' course traces chatbots evolving into web-driving, multimodal agents—practical, powerful, with reliability and security risks.
Personnel/Human ResourceBeat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
Personal DevelopmentEdi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.
TaxesLearn a defensible, audit-ready R&D tax credit process built on strong documentation.