L1
Information TechnologyL1Edge accounting agents: monitor contracts, extract/verify fields, update billing/projects, automate handoffs, always-on ops and quick wins.
- L1
Information TechnologyL1Learn how Microsoft Copilot agents help you research faster, analyze smarter, and communicate more effectively across everyday business workfl
- L3
Information TechnologyL3A leadership playbook for embedding AI into firm culture through champions, policies, training, and sustained adoption.
TaxesLearn a defensible, audit-ready R&D tax credit process built on strong documentation.
- L1
Information TechnologyL1Chris Stegh shows how Copilot in PowerPoint turns finance data into board-ready decks with better prompts, visuals, and clear actions.
- L2
Information TechnologyL2Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
- L1
Information TechnologyL1Learn how AI exposes weak controls and how firms move from basic compliance to real security through stronger governance.
- L1
Information TechnologyL1Discover how Microsoft Copilot helps draft documents, build presentations, and boost productivity in Word and PowerPoint.
- L1
Information TechnologyL1Learn how Chris Stegh, CTO & Microsoft 365 Copilot MVP, uses Copilot in Outlook to cut inbox clutter and draft smarter emails.
- L1
Information TechnologyL1Pragmatic AI governance: strict on PII, grasp GDPR, tackle hallucinations/IP/bias. Use the ABC checks - Accuracy, Bias, Confidentiality.
- L1
Information TechnologyL1Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.