L3
Information TechnologyL3Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
- L1
Information TechnologyL1Pragmatic AI governance: strict on PII, grasp GDPR, tackle hallucinations/IP/bias. Use the ABC checks - Accuracy, Bias, Confidentiality.
TaxesLearn a defensible, audit-ready R&D tax credit process built on strong documentation.
- L2
Information TechnologyL2Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
- L1
Information TechnologyL1Learn how AI agents analyze financials, draft reports, and boost compliance.
Communications & MarketingOwn the Room teaches confident business speaking: use I-Verb framing, drop hedges/fillers, add pauses, eye contact, and concise assertions.
- L1
Information TechnologyL1Learn how Chris Stegh, CTO & Microsoft 365 Copilot MVP, uses Copilot in Outlook to cut inbox clutter and draft smarter emails.
- L1
Information TechnologyL1Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
- L3
Information TechnologyL3A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
- L1
Information TechnologyL1Learn how Copilot in Teams turns meetings and chats into summaries, action items, and clearer, compliant communication.
- L1
Information TechnologyL1Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.