Accounting Workflows Reimagined with Agents

Edge accounting agents: monitor contracts, extract/verify fields, update billing/projects, automate handoffs, always-on ops and quick wins.

0.5
CPE

Fraud Investigations: Same Lies, Fancier Tools

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

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
Practice Management in the AI Era

Practice Management in the AI Era

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

0.5
CPE
Your Network Is Your Net Worth

Your Network Is Your Net Worth

Edi shares how balancing strategy and daily work, along with authentic networking, helps professionals grow, adapt, and build lasting success.

0.5
CPE
The Graceful Evolution of Leadership

The Graceful Evolution of Leadership

Discover how accountability, authenticity, humility, and emotional intelligence shape confident, human-centered leadership with Lisa Dy.

0.5
CPE
The CPA Automation Playbook

The CPA Automation Playbook

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

0.5
CPE
The Honest Truth about Dishonesty

The Honest Truth about Dishonesty

This course blends real fraud cases and research to reveal how we justify dishonesty and where the line between right and wrong truly lies.

0.5
CPE
5 Ways AI Reshapes Accounting

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
Client Onboarding: From Kickoff to Close

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.

0.5
CPE