The Holy Grail of Tax Operations

Learn how digital tax workflows and AI automation reduce manual work, improve compliance, and create a smoother client experience.

0.5
CPE

Inbox Fatigue? Here's How to Cut Through the Clutter

Learn how Chris Stegh, CTO & Microsoft 365 Copilot MVP, uses Copilot in Outlook to cut inbox clutter and draft smarter emails.

0.5
CPE
Accountants, Meet Your AI Sidekick

Accountants, Meet Your AI Sidekick

Chris Stegh (CTO, eGroup) shows accountants how Microsoft 365 Copilot finds info fast, summarizes docs, and flags risks in Word.

0.5
CPE
The End of Manual Accounting?

The End of Manual Accounting?

Jordan Fladell shows practical AI for CPAs - GenAI, ML audit, RPA - integrated with stacks to automate reconciles, analysis, forecasting.

0.5
CPE
When Disaster Strikes, What's Your Plan?

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
AI is just ML

AI is just ML

Jeff Seibert explains ML types - generative, predictive, similarity, extraction, agents and how they automate accounting.

0.5
CPE
The Bots That Talk to Each Other

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.

0.5
CPE
How Copilot Finds What You'd Probably Miss

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.

0.5
CPE
How to Own the Room

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
AI Skills for Auditors

AI Skills for Auditors

Raymond Cheng readies auditors to use AI—prompts RAG, automation, data cleanup, prompt libraries, voice-to-notes, and practical audit workflow

0.5
CPE
Fraud Investigations: Same Lies, Fancier Tools

Fraud Investigations: Same Lies, Fancier Tools

Learn how Robert Persichitte uses data and analytics to uncover, explain, and prevent financial fraud.

0.5
CPE