The CPA Automation Playbook

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

0.5
CPE

How to Own the Room

Own the Room teaches confident business speaking: use I-Verb framing, drop hedges/fillers, add pauses, eye contact, and concise assertions.

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

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

The Honest Truth about Dishonesty

This course blends real fraud cases and research to reveal how we justify dishonesty and where the line between right and wrong truly lies.

0.5
CPE

007 AI Agents

007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.

0.5
CPE

How To Prompt Like A Pro

RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.

0.5
CPE

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

Igniting AI Inside Your Firm

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

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

Every Touchpoint Tells a Story

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

0.5
CPE

L3
Information Technology
L3
Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
Communications & Marketing
Own the Room teaches confident business speaking: use I-Verb framing, drop hedges/fillers, add pauses, eye contact, and concise assertions.
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.
L3
Information Technology
L3
Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.
Behavioral Ethics
This course blends real fraud cases and research to reveal how we justify dishonesty and where the line between right and wrong truly lies.
L1
Information Technology
L1
007 AI Agents shows building plan->act->verify agents using tools and web automation to execute multi-step audit-ready accounting ops safely.
L1
Information Technology
L1
RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.
L1
Information Technology
L1
Chris Stegh, CTO & M365 Copilot MVP, shows how Copilot securely uses your Microsoft 365 data to speed work in Word, Excel, Outlook & Teams.
L3
Information Technology
L3
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
Business Management & Organization
Erika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption
Personal Development
Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.