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

Excel, Now Speaking Your Language

Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.

0.5
CPE
The Art of Prompting

The Art of Prompting

Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.

0.5
CPE
AI-Driven Cyber Attacks on Accounting Firms

AI-Driven Cyber Attacks on Accounting Firms

Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.

0.5
CPE
5 Ways AI Reshapes Accounting

5 Ways AI Reshapes Accounting

This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.

0.5
CPE
The Credit That Fades Without Evidence

The Credit That Fades Without Evidence

Learn a defensible, audit-ready R&D tax credit process built on strong documentation.

0.5
CPE
Igniting AI Inside Your Firm

Igniting AI Inside Your Firm

A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.

0.5
CPE
The Graceful Evolution of Leadership

The Graceful Evolution of Leadership

Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.

0.5
CPE
Every Touchpoint Tells a Story

Every Touchpoint Tells a Story

Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.

0.5
CPE
Where AI Meets Your Files, Meetings, and Mail

Where AI Meets Your Files, Meetings, and Mail

Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.

0.5
CPE
The Big AI Mix-Up: Workflows vs Agents

The Big AI Mix-Up: Workflows vs Agents

Clarifies workflows vs agents: scripted steps vs goal-driven planners. Use workflows for rigid prep; agents for adaptive, end-to-end reviews.

0.5
CPE