Course Library

Headlines abound saying that artificial intelligence (AI) will eliminate the need for auditors. In reality, AI provides an excellent opportunity for auditors to automate more routine procedures and fo ...

Headlines abound saying that artificial intelligence (AI) will eliminate the need for auditors. In reality, AI provides an excellent opportunity for auditors to automate more routine procedures and fo ...

Headlines abound saying that artificial intelligence (AI) will eliminate the need for auditors. In reality, AI provides an excellent opportunity for auditors to automate more routine procedures and fo ...

In this session, we will disambiguate AI, generative, and AI agents, including practical implications, as well as explore essential readiness steps, including infrastructure upgrades, workforce upskil ...

In this session, we will disambiguate AI, generative, and AI agents, including practical implications, as well as explore essential readiness steps, including infrastructure upgrades, workforce upskil ...

In this course, we will recap major advancements in AI from the past quarter, highlighting how these changes impact CPA firms. We will also assess regulatory and industry trends in recent months, tran ...

In this course, we will recap major advancements in AI from the past quarter, highlighting how these changes impact CPA firms. We will also assess regulatory and industry trends in recent months, tran ...

In this course, we will recap major advancements in AI from the past quarter, highlighting how these changes impact CPA firms. We will also assess regulatory and industry trends in recent months, tran ...

As emerging technologies like Automation (including AI), Blockchain, Cybersecurity, and Data Governance (A-B-C-Ds) propel organizations into the digital age, it’s crucial to ask: “Is it ethical to use ...

The shortage of accountants and the "great resignation" are empowering employees to choose whether to stay with their current employers or move on. So, how can organizations stand out as the preferred ...

Microsoft Teams is one of the fastest growing collaboration platforms today.  If you have an Office 365 business subscription, it is also available to you for FREE.  Learn how a small tax firm impleme ...

Microsoft Teams is one of the fastest growing collaboration platforms today.  If you have an Office 365 business subscription, it is also available to you for FREE.  Learn how a small tax firm impleme ...

The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information secur ...

Staying up to date with cybersecurity can be overwhelming. This update is for non-techie tax practitioners wanting to understand current compliance requirements, best practices for cybersecurity progr ...

Remote work brings new cybersecurity risks, customer-facing risks, and heightened employee engagement challenges. Attend this session tailored for non-techies to understand these risks and discover pr ...

Bewildered by all the tech jargon surrounding cybersecurity? Join our session designed specifically for nontechies to walk you through key cybersecurity risk areas (like malware protection, device man ...

Microsoft Teams is one of the fastest growing collaboration platforms today.  If you have an Office 365 business subscription, it is also available to you for FREE.  Learn how a small tax firm impleme ...

Amidst the buzz that Robotic Process Automation (RPA) and artificial intelligence (AI) will eliminate the need for accountants, the reality is different. RPA and AI offer an opportunity for accountant ...

This session will start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance are impacting the accounting ecosystem supporting transaction recordation and f ...

With over 40% of Americans owning digital assets and a single Bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject. But few tax professionals understand how to help individual ...

This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of Bitcoin and other crypto assets. Even with price volatility and ...

You’ve heard about it. You, your staff, and your clients have started to use it, but how do you apply this powerful to serve you in the daily operations of your business. I hear it saves time, it ampl ...

Artificial Intelligent (AI) Chatbots like ChatGPT have taken the world by storm. With over 100 million users in less than two months, it is the fastest-growing computer application to hit the world, E ...

Tired of everyone telling you that you need to modernize your accounting services, but not telling you how to actually do it? Let us guide you through creating your accounting innovation strategy and ...

Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds.  Experience hands-on lessons from “The Relentless CPA” to create your i ...

The shortage of accountants and the "great resignation" are empowering employees to choose whether to stay with their current employers or move on. So, how can organizations stand out as the preferred ...

  With over 40% of Americans owning digital assets and a single Bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject. But few tax professionals understand how to help individu ...

Win next tax season by optimizing workflow in your practice using tactics from the project management and Lean Six Sigma worlds.  Experience hands-on lessons from “The Relentless CPA” to create your i ...

Amidst the buzz that Robotic Process Automation (RPA) and artificial intelligence (AI) will eliminate the need for accountants, the reality is different. RPA and AI offer an opportunity for accountant ...

With tax busy seasons feeling more like tax crazy seasons each year, it's time for tax preparers to leverage tax automation software and other innovations to restore some sanity. Attend this session t ...

Mitigating cybersecurity risks starts with a solid Business Continuity Plan (BCP). A well-constructed BCP ensures high client satisfaction during disruptions, be it natural disasters, equipment failur ...

The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information secur ...

Staying up to date with cybersecurity can be overwhelming. This update is for non-techie tax practitioners wanting to understand current compliance requirements, best practices for cybersecurity progr ...

This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of Bitcoin and other crypto assets. Even with price volatility and ...

As emerging technologies like Automation (including AI), Blockchain, Cybersecurity, and Data Governance (A-B-C-Ds) propel organizations into the digital age, it’s crucial to ask: “Is it ethical to use ...

  The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information sec ...

Maybe you’ve considered advisory services but are unsure how to shift from compliance services. Even if you realize the value of advisory services, you’re busy with day-to-day tasks. Lack of time prev ...

You’ve heard about it. You, your staff, and your clients have started to use it, but how do you apply this powerful to serve you in the daily operations of your business. I hear it saves time, it ampl ...

Amidst the buzz that Robotic Process Automation (RPA) and artificial intelligence (AI) will eliminate the need for accountants, the reality is different. RPA and AI offer an opportunity for accountant ...

Bewildered by all the tech jargon surrounding cybersecurity? Join our session designed specifically for nontechies to walk you through key cybersecurity risk areas (like malware protection, device man ...

Artificial Intelligent (AI) Chatbots like ChatGPT have taken the world by storm. With over 100 million users in less than two months, it is the fastest-growing computer application to hit the world, E ...

With over 40% of Americans owning digital assets and a single Bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject. But few tax professionals understand how to help individual ...

This session will start with a quick look at how Artificial intelligence, Blockchain, Cybersecurity, and Data governance (A-B-C-Ds) are impacting the accounting ecosystem supporting transaction record ...

This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of Bitcoin and other crypto assets. Even with price volatility and ...

With tax busy seasons feeling more like tax crazy seasons each year, it's time for tax preparers to leverage tax automation software and other innovations to restore some sanity. Attend this session t ...

Are you tired of everyone telling you that you need to modernize your accounting services, but not telling you how to actually do it?  Let us guide you through creating your accounting innovation stra ...

Bewildered by all the tech jargon surrounding cybersecurity? Join our session designed specifically for nontechies to walk you through key cybersecurity risk areas (like malware protection, device man ...

Amidst the buzz that Robotic Process Automation (RPA) and artificial intelligence (AI) will eliminate the need for accountants, the reality is different. RPA and AI offer an opportunity for accountant ...

With over 40% of Americans owning digital assets and a single Bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject. But few tax professionals understand how to help individual ...

Staying up to date with cybersecurity can be overwhelming. This update is for non-techie tax practitioners wanting to understand current compliance requirements, best practices for cybersecurity progr ...