Staying ahead in today’s profession means constantly evolving your skills - and we’re excited to introduce a new lineup of courses designed to help you do exactly that. Whether you’re looking to sharpen technical expertise, lead change with confidence, or work smarter every day, there’s something new here to spark your curiosity and support your growth.
Artificial Intelligence & Generative AI for CPAs
Understanding, applying, and leading with AI in the accounting profession.
AI is no longer a future concept. It’s a present‑day tool reshaping how CPAs analyze, forecast, collaborate, and advise. These courses demystify artificial intelligence and generative AI, offering hands‑on learning and real‑world use cases that help you move from curiosity to capability.
- AI Forecasting and Scenario Planning
- AI - Better Prompts, Better Results
- ChatGPT Deep‑Dive Hands‑on Bootcamp for CPAs
- Microsoft Copilot Deep Dive Hands‑on Bootcamp for CPAs
- Google Gemini Deep Dive Hands‑on Bootcamp for CPAs
- Leading AI with Confidence: How CPAs Can Guide Generative AI Adoption Across Teams
Data Analytics, Business Intelligence & Financial Analysis
Turning data into insight for smarter financial decisions.
Data tells a story, and these courses help you unlock it. Whether you’re new to Power BI or ready to explore advanced analytics, these courses can help you transform financial and operational data into meaningful insights.
Productivity Tools & Digital Workplace Skills
Working smarter with the tools you already use.
Small improvements in how you work can lead to major gains in efficiency. These courses dive into the everyday tools CPAs rely on - Excel, Microsoft 365, and Teams - to uncover features and techniques that streamline tasks, improve collaboration, and save time.
- Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
- Microsoft Teams for CPAs: Unlocking Its Full Potential
- Mastering the Excel Lookup Functions
Ethics, Governance & Professional Responsibility
Making sound decisions in a complex and evolving environment.
Ethics remain at the core of the CPA profession, even as technology and workplace dynamics evolve. These courses explore ethical decision‑making in modern contexts.
- Ethical AI Practices for CPAs: Ensuring Responsible Use
- Leveraging Ethics Across Generations
- Ethics in Action: The Power of Communication in Decision‑Making
Leadership, Communication & Change Management
Influencing outcomes and leading with confidence in times of change.
As technology reshapes the profession, strong leadership and communication skills are more important than ever. These courses focus on guiding teams through change, clearly communicating decisions, and leading AI initiatives with confidence.
- Leading AI with Confidence: How CPAs Can Guide Generative AI Adoption Across Teams
- Ethics in Action: The Power of Communication in Decision‑Making
Career Development
Supporting growth, leadership pathways, and advancement.
Career journeys aren’t one‑size‑fits‑all. This category highlights learning that supports personal growth, leadership development, and inclusive success in the finance profession. Gain insights, strategies, and inspiration for navigating your career path and advancing with confidence.
