L1
Information TechnologyL1Octavio Laos' course traces chatbots evolving into web-driving, multimodal agents—practical, powerful, with reliability and security risks.
- L2
Information TechnologyL2Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
- L3
Information TechnologyL3Amel Edmond covers AI-driven cyberattacks on accounting firms, giving insights and strategies to strengthen cybersecurity and minimize risks.
- L1
Information TechnologyL1Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
- L2
AuditingL2Raymond Cheng readies auditors to use AI—prompts RAG, automation, data cleanup, prompt libraries, voice-to-notes, and practical audit workflow
Personnel/Human ResourceBeat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
- L1
Information TechnologyL1Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
- L2
Information TechnologyL2Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.
Personal DevelopmentDesign memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.
- L1
AccountingL1Clarifies workflows vs agents: scripted steps vs goal-driven planners. Use workflows for rigid prep; agents for adaptive, end-to-end reviews.
- L2
AccountingL2Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.