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

5 Ways AI Reshapes Accounting

This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.

0.5
CPE

The CPA Automation Playbook

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

0.5
CPE

Visualize Like a Boss

Dr. Mfon Akpan’s “Visualize Like a Boss” explores Power BI, ETL workflows, and how to turn raw data into clear, shareable dashboards.

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

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

Debunking the AI Magic Myth

Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.

0.5
CPE

Practice Management in the AI Era

Learn how AI-powered practice management streamlines firm operations, workflows, and client services.

0.5
CPE

The R&D Credit Rulebook Riddle

Understand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.

0.5
CPE

Prompt Once. Present Faster. Powered by Copilot.

Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.

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

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
This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.
L3
Information Technology
L3
Learn how automation helps CPA firms reduce risk, improve controls, and scale accounting workflows.
L1
Computer software & Applications
L1
Dr. Mfon Akpan’s “Visualize Like a Boss” explores Power BI, ETL workflows, and how to turn raw data into clear, shareable dashboards.
Personal Development
Design memorable customer experiences across every touchpoint, from discovery to continuation, with practical tools and examples.
L1
Information Technology
L1
Learn how Microsoft 365 Copilot surfaces hidden insights, accelerates analysis, and amplifies professional judgment across everyday tools.
L2
Information Technology
L2
Dirk Shimpach shows how centralizing data and using AI can boost efficiency, client service, and profitability in accounting firms.
L2
Information Technology
L2
Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
Taxes
Understand why the R&D credit is crucial, how Section 174 expensing works with Section 41, and why R&D should be a repeatable process.
L1
Information Technology
L1
Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
Business Management & Organization
Erika Andresen highlights the importance of business continuity, proactive planning, and managing risks to ensure resilience during disruption