The Bots That Talk to Each Other
Octavio Laos' course traces chatbots evolving into web-driving, multimodal agents—practical, powerful, with reliability and security risks.
CPE
AI is just ML
Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.
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.
CPE
How Copilot Finds What You'd Probably Miss
Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
CPE
Beyond the Security Stack
Learn the essential security controls firms need to protect sensitive financial data in an AI-driven operating environment.
CPE
The End of Manual Accounting?
Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.
CPE
Client Onboarding: From Kickoff to Close
A step by step guide to structured client onboarding that aligns people, process, and technology from kickoff through successful close.
CPE
Every Touchpoint Tells a Story
Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.
CPE
The Art of Prompting
Scott Dell’s prompt primer teaches prompting: set a goal, provide context/examples, assign roles, use stepwise reasoning, add guardrails.
CPE
Igniting AI Inside Your Firm
A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
CPE