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

The R&D Credit Rulebook Riddle

Understand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.

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

The CPA Automation Playbook

Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.

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

Data First. AI Next.

Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.

0.5
CPE

The Art and Science of DCF Valuation

Learn how DCF valuation uses cash flow, discount rates, and risk analysis to assess asset value and support better decisions.

0.5
CPE

How Copilot Finds What You'd Probably Miss

Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.

0.5
CPE

Visualize Like a Boss

Dr. Mfon Akpan’s “Visualize Like a Boss” explores Power BI, ETL workflows, and how to turn raw data into clear, shareable dashboards.

0.5
CPE

Building an AI-Ready Firm

Leadership-first course to embed AI across a firm: org design, governance, Modern Agile, start with copilots, deliver value safely in sprints.

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

L2
Information Technology
L2
Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
Taxes
Understand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.
Finance
Danetha shares how CPAs can guide entrepreneurs with practical financial advice, turning theory into strategy for sustainable business growth.
L3
Information Technology
L3
Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
L2
Information Technology
L2
Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
L3
Accounting
L3
Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
Finance
Learn how DCF valuation uses cash flow, discount rates, and risk analysis to assess asset value and support better decisions.
L1
Information Technology
L1
Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
L1
Computer software & Applications
L1
Dr. Mfon Akpan’s “Visualize Like a Boss” explores Power BI, ETL workflows, and how to turn raw data into clear, shareable dashboards.
L3
Accounting
L3
Leadership-first course to embed AI across a firm: org design, governance, Modern Agile, start with copilots, deliver value safely in sprints.
Business Management & Organization
Erika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption