L2
Information TechnologyL2Understand the AI vs. human debate and how AI removes grunt work so tax pros focus on judgment, strategy, and trust..
- L1
Information TechnologyL1Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
- L1
Information TechnologyL1RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.
- L3
Information TechnologyL3Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
- L1
Information TechnologyL1Edge accounting agents: monitor contracts, extract/verify fields, update billing/projects, automate handoffs, always-on ops and quick wins.
- L1
Information TechnologyL1Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
- L3
AccountingL3Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
Personal DevelopmentDiscover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.
- L3
Information TechnologyL3A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
Business Management & OrganizationErika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption